See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $48,672 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,249 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: DYATECH LLC Service code 13 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,220 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,648 | $122,239-16.8% | $184,203-44.8% | $74,495+36.4% |
| Participation rate | 96.5% | 85.5%+11.0pp | 86.8%+9.7pp | 67.2%+29.3pp |
| Annual return | 12.48% | 19.95%-7.5pp | 28.81%-16.3pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $6,401 | $4,537+41.1% | $6,427-0.4% | $2,623+144.0% |
| Participant deferral / active EE | $4,330 | $7,139-39.3% | $9,131-52.6% | $4,346-0.4% |
| Admin fee / account holder | $3 | $1,260-99.7% | $13,901-100.0% | $1,942-99.8% |