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 COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 | Contract Administrator | $4,402 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,688 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $291 |
Service code 15 · EIN 84-0467907 | Recordkeeping | $150 |
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 | $34,045 | $47,722-28.7% | $82,719-58.8% | $64,808-47.5% |
| Participation rate | 52.8% | 67.6%-14.9pp | 72.6%-19.8pp | 71.5%-18.7pp |
| Annual return | -16.68% | -13.05%-3.6pp | 701.18%-717.9pp | 32.82%-49.5pp |
| Employer contribution / active EE | $904 | $2,179-58.5% | $3,009-69.9% | $2,506-63.9% |
| Participant deferral / active EE | $1,444 | $3,329-56.6% | $4,395-67.2% | $4,310-66.5% |
| Admin fee / account holder | $165 | $143+15.8% | $5,329-96.9% | $188-11.9% |