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 |
|---|---|---|
SAIPH CAPITAL LLC1 year Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $39,675 |
LOREN D. STARK COMPANY2 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $16,275 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $8,292 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $8,292 |
BDG-CPAS1 year Filed as: BDG CPSS Service code 99 · EIN 44-4000444 | Other Fees | $5,400 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,260 | $82,202-19.4% | $125,339-47.1% | $64,808+2.2% |
| Participation rate | 96.6% | 77.9%+18.7pp | 82.4%+14.2pp | 71.5%+25.1pp |
| Annual return | -11.51% | 3.48%-15.0pp | 572.05%-583.6pp | 32.82%-44.3pp |
| Employer contribution / active EE | $4,554 | $3,615+26.0% | $4,814-5.4% | $2,506+81.8% |
| Participant deferral / active EE | $7,114 | $7,175-0.8% | $7,446-4.5% | $4,310+65.0% |
| Admin fee / account holder | $174 | $163+6.7% | $10,010-98.3% | $188-7.3% |