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 COMPANY3 years Filed as: LOREN D STARK COMPANY INC Service code 13 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $45,968 |
REGIONS BANK1 year Filed as: REGIONS BANK DBA REGIONS TRUST Service code 27 250 RIVERCHASE PKWY E · HOOVER, AL 35244 | Advisory (Plan) | $34,418 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,663 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,228 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $500 |
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 | $39,040 | $50,820-23.2% | $155,567-74.9% | $77,671-49.7% |
| Participation rate | 99.8% | 63.1%+36.7pp | 78.2%+21.6pp | 70.6%+29.2pp |
| Annual return | 11.33% | 34.85%-23.5pp | 64.74%-53.4pp | 31.21%-19.9pp |
| Employer contribution / active EE | $2,792 | $1,993+40.1% | $4,674-40.3% | $2,726+2.4% |
| Participant deferral / active EE | $6,118 | $2,823+116.7% | $5,628+8.7% | $4,648+31.6% |
| Admin fee / account holder | $112 | $436-74.4% | $15,916-99.3% | $430-74.1% |