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.
| Provider | Service type | Compensation |
|---|---|---|
LOREN D. STARK COMPANY1+ years Service code 49 · EIN 74-1537058 | Other Services | $8,614 |
Service code 99 · EIN 26-4311657 | Other Fees | $8,490 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,603 | $159,602-57.0% | $150,045-54.3% | $142,382-51.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.32% | 70.24%-54.9pp | 62.55%-47.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $8,220 | $4,961+65.7% | $4,693+75.2% | $4,299+91.2% |
| Participant deferral / active EE | $13,259 | $8,310+59.6% | $7,997+65.8% | $6,507+103.8% |
| Admin fee / account holder | $58 | $14,846-99.6% | $13,435-99.6% | $12,624-99.5% |