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) | $12,284 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,883 |
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 | $4,399 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,778 | $76,050-20.1% | $96,544-37.0% | $71,457-14.9% |
| Participation rate | 61.0% | 74.4%-13.4pp | 76.0%-15.0pp | 67.9%-6.9pp |
| Annual return | 17.40% | 22.81%-5.4pp | 25.84%-8.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $1,164 | $2,244-48.1% | $2,965-60.7% | $2,588-55.0% |
| Participant deferral / active EE | $2,959 | $4,215-29.8% | $4,851-39.0% | $4,289-31.0% |
| Admin fee / account holder | $184 | $2,707-93.2% | $8,252-97.8% | $1,587-88.4% |