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 9-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 |
|---|---|---|
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,537 |
LOREN D. STARK COMPANY2 years Service code 37 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Loan Processing | $2,445 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $1,950 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,302 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $0 |
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 | $25,809 | $106,236-75.7% | $112,228-77.0% | $64,808-60.2% |
| Participation rate | 26.5% | 71.7%-45.2pp | 75.1%-48.6pp | 71.5%-45.0pp |
| Annual return | -7.83% | -6.02%-1.8pp | 27.45%-35.3pp | 32.82%-40.6pp |
| Employer contribution / active EE | $982 | $3,166-69.0% | $3,635-73.0% | $2,506-60.8% |
| Participant deferral / active EE | $1,760 | $3,785-53.5% | $4,728-62.8% | $4,310-59.2% |
| Admin fee / account holder | $49 | $452-89.1% | $6,410-99.2% | $188-73.9% |