See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 100 NORTH BROADWAY · ALBERT LEA, MN 56007 | Advisory (Plan) | $7,378 |
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $2,365 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 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 | $50,160 | $65,435-23.3% | $86,677-42.1% | $66,914-25.0% |
| Participation rate | 70.6% | 75.5%-4.9pp | 76.6%-6.0pp | 69.8%+0.8pp |
| Annual return | -14.92% | -10.89%-4.0pp | 35.91%-50.8pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,204 | $2,153-44.1% | $2,836-57.5% | $2,544-52.7% |
| Participant deferral / active EE | $3,349 | $4,100-18.3% | $4,656-28.1% | $4,237-21.0% |
| Admin fee / account holder | $88 | $642-86.3% | $7,493-98.8% | $593-85.1% |