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 |
|---|---|---|
Service code 27 31 S 21ST ST · FORT DODGE, IA 50501 | Advisory (Plan) | $15,752 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $13,726 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,475 | $64,119-38.4% | $112,228-64.8% | $66,914-41.0% |
| Participation rate | 89.2% | 68.5%+20.7pp | 75.1%+14.1pp | 69.8%+19.4pp |
| Annual return | -17.40% | -13.81%-3.6pp | 27.45%-44.8pp | 1.58%-19.0pp |
| Employer contribution / active EE | $782 | $3,005-74.0% | $3,635-78.5% | $2,544-69.3% |
| Participant deferral / active EE | $5,059 | $3,693+37.0% | $4,728+7.0% | $4,237+19.4% |
| Admin fee / account holder | $280 | $625-55.2% | $6,410-95.6% | $593-52.8% |