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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS2 years Filed as: MAGNOLIA CAPITAL ADVISORS LLC Service code 27 4500 I-55 NORTH STE 291 · JACKSON, MS 39211 | Advisory (Plan) | $53,155 |
GREAT-WEST LIFE & ANNUITY INSURANCE11+ years Filed as: DYATECH LLC Service code 13 · EIN 64-0932631 381 HIGHLAND COLONY PARKWAY · RIDGELAND, MS 39157 | Contract Administrator | $1,315 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 36-4115383 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,471 | $132,049-8.0% | $200,582-39.4% | $74,304+63.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 16.16% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $6,590 | $4,558+44.6% | $6,419+2.7% | $2,241+194.0% |
| Participant deferral / active EE | $4,525 | $7,213-37.3% | $9,331-51.5% | $3,767+20.1% |
| Admin fee / account holder | $4 | $2,405-99.8% | $16,305-100.0% | $2,969-99.9% |