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 LLC2 years Filed as: SAIPH CAPITAL, LLC Service code 99 · EIN 86-2052065 | Other Fees | $41,418 |
LOREN D. STARK COMPANY3 years Service code 49 10750 ROCKLEY RD · HOUSTON, TX 77099 | Other Services | $14,733 |
BDG-CPAS1 year Filed as: BDG CPAS Service code 99 · EIN 55-5000555 | Other Fees | $9,500 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $4,049 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $4,049 |
MORNINGSTAR9+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,249 | $91,407-19.9% | $135,903-46.1% | $71,457+2.5% |
| Participation rate | 93.2% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 14.38% | 29.90%-15.5pp | 68.23%-53.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $6,529 | $3,703+76.3% | $4,856+34.5% | $2,588+152.3% |
| Participant deferral / active EE | $11,993 | $7,092+69.1% | $7,758+54.6% | $4,289+179.6% |
| Admin fee / account holder | $158 | $1,266-87.5% | $10,762-98.5% | $1,587-90.0% |