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 | $70,118 |
PROSPERA FINANCIAL SERVICES4 years Filed as: PROSPERA FIN SERVICES Service code 16 · EIN 75-1832551 | Consulting | $53,977 |
LOREN D. STARK COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 26 · EIN 74-1537058 | Advisory (Participants) | $11,181 |
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 | $137,697 | $44,960+206.3% | $84,966+62.1% | $74,495+84.8% |
| Participation rate | 48.7% | 49.4%-0.6pp | 67.5%-18.8pp | 67.2%-18.5pp |
| Annual return | 13.43% | 26.24%-12.8pp | 66.38%-53.0pp | 1364.94%-1351.5pp |
| Employer contribution / active EE | $1,912 | $1,457+31.2% | $2,727-29.9% | $2,623-27.1% |
| Participant deferral / active EE | $5,265 | $2,731+92.8% | $4,519+16.5% | $4,346+21.2% |
| Admin fee / account holder | $83 | $2,209-96.2% | $6,149-98.6% | $1,942-95.7% |