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) | $17,145 |
THE FINWAY GROUP3 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $15,652 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,692 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,086 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,105 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,448 | $76,670-40.7% | $96,683-53.0% | $71,457-36.4% |
| Participation rate | 96.5% | 66.6%+29.9pp | 74.3%+22.1pp | 67.9%+28.6pp |
| Annual return | 23.16% | 48.29%-25.1pp | 35.69%-12.5pp | 28.85%-5.7pp |
| Employer contribution / active EE | $629 | $3,031-79.2% | $3,737-83.2% | $2,588-75.7% |
| Participant deferral / active EE | $4,586 | $3,771+21.6% | $4,878-6.0% | $4,289+6.9% |
| Admin fee / account holder | $294 | $2,028-85.5% | $6,730-95.6% | $1,587-81.5% |