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 9-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 |
|---|---|---|
WEINSTEIN ZUGMAN, LLC2 years Filed as: WEINSTEIN SPIRA & COMPANY, P.C. Service code 10 · EIN 74-2181616 | Accounting | $16,500 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 15 · EIN 84-0467907 | Recordkeeping | $5,193 |
LOREN D. STARK COMPANY2 years Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,265 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $580 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 | Contract Administrator | $553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,018 | $26,549-43.4% | $61,373-75.5% | $66,914-77.6% |
| Participation rate | 58.4% | 38.1%+20.4pp | 52.6%+5.9pp | 69.8%-11.4pp |
| Annual return | -17.82% | -16.21%-1.6pp | 338.61%-356.4pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,370 | $651+110.3% | $1,159+18.2% | $2,544-46.1% |
| Participant deferral / active EE | $1,951 | $1,338+45.8% | $2,125-8.2% | $4,237-53.9% |
| Admin fee / account holder | $208 | $409-49.1% | $2,130-90.2% | $593-65.0% |