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) | $24,890 |
THE FINWAY GROUP5 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $24,551 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $16,121 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,924 |
Service code 27 31 S 21ST ST · FORT DODGE, IA 50501 | Advisory (Plan) | $2,034 |
Service code 99 1801 CALIFORNIA ST · DENVER, CO 80202 | Other Fees | $1,715 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,789 | $86,944-33.5% | $107,525-46.3% | $74,304-22.2% |
| Participation rate | 91.5% | 59.6%+31.9pp | 75.1%+16.4pp | 60.3%+31.1pp |
| Annual return | 17.43% | 23.52%-6.1pp | 181.32%-163.9pp | 29.43%-12.0pp |
| Employer contribution / active EE | $952 | $2,757-65.5% | $3,754-74.6% | $2,241-57.5% |
| Participant deferral / active EE | $5,656 | $3,554+59.1% | $5,116+10.6% | $3,767+50.1% |
| Admin fee / account holder | $401 | $3,727-89.2% | $8,919-95.5% | $2,969-86.5% |