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 |
|---|---|---|
STALKER & ASSOCIATES, INC.10+ years Service code 13 · EIN 23-2756743 301 S. STATE STREET · NEWTOWN, PA 18940 | Contract Administrator | $7,392 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,381 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,149 | $73,360+24.2% | $177,989-48.8% | $74,495+22.4% |
| Participation rate | 63.5% | 66.6%-3.1pp | 77.1%-13.6pp | 67.2%-3.7pp |
| Annual return | 9.71% | 17.49%-7.8pp | 294.48%-284.8pp | 1364.94%-1355.2pp |
| Employer contribution / active EE | $2,146 | $2,216-3.2% | $3,949-45.7% | $2,623-18.2% |
| Participant deferral / active EE | $3,291 | $4,513-27.1% | $6,276-47.6% | $4,346-24.3% |
| Admin fee / account holder | $31 | $1,808-98.3% | $10,363-99.7% | $1,942-98.4% |