See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $51,530 |
PROSPERA FINANCIAL SERVICES3 years Filed as: PROSPERA FIN SERVICES Service code 16 · EIN 75-1832551 | Consulting | $43,609 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 26 · EIN 74-1537058 | Advisory (Participants) | $8,722 |
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 | $110,653 | $41,078+169.4% | $80,569+37.3% | $71,457+54.9% |
| Participation rate | 52.4% | 50.2%+2.2pp | 67.0%-14.6pp | 67.9%-15.5pp |
| Annual return | 15.80% | 38.45%-22.6pp | 935.43%-919.6pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,605 | $1,506+6.6% | $2,723-41.1% | $2,588-38.0% |
| Participant deferral / active EE | $3,912 | $2,699+44.9% | $4,447-12.0% | $4,289-8.8% |
| Admin fee / account holder | $56 | $1,840-96.9% | $5,377-99.0% | $1,587-96.5% |