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 |
|---|---|---|
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY INC Service code 13 · EIN 22-2799756 10750 ROCKLEY RD · BERWYN, TX 770993516 | Contract Administrator | $800 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH & MNGT CO., INC Service code 64 333 SOUTH HOPE STREET · NEW YORK, CA 90071 | Recordkeeping Fees | $675 |
WLR & ASSOCIATES, INC.1 year Filed as: WLR & ASSOCIATES, INC Service code 13 · EIN 13-5674085 5500 77 CENTER DR STE 150 · NEW YORK, NC 282172729 | Contract Administrator | $360 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,636 | $47,977+134.8% | $154,107-26.9% | $56,287+100.1% |
| Participation rate | 99.3% | 66.2%+33.1pp | 83.0%+16.2pp | 69.9%+29.4pp |
| Annual return | -6.08% | 3.54%-9.6pp | 735.12%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $7,357 | $2,169+239.2% | $5,298+38.9% | $2,111+248.5% |
| Participant deferral / active EE | $5,233 | $2,392+118.8% | $5,081+3.0% | $3,350+56.2% |
| Admin fee / account holder | $497 | $438+13.3% | $13,411-96.3% | $521-4.7% |