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 4-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 Service code 13 10750 LOREN D. STAK · HOUSTON, TX 77079 | Contract Administrator | $14,700 |
ACKER & COMPANY1 year Service code 10 · EIN 26-3053898 | Accounting | $9,200 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,406 | $52,884-10.4% | $84,750-44.1% | $55,167-14.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -25.30% | 18.03%-43.3pp | 22.78%-48.1pp | 169.23%-194.5pp |
| Employer contribution / active EE | $4,388 | $2,233+96.5% | $3,574+22.8% | $1,963+123.6% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $252 | $581-56.7% | $5,332-95.3% | $504-50.0% |