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 COMPANY2 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 | Contract Administrator | $12,208 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,718 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,517 |
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 | $38,419 | $52,208-26.4% | $86,612-55.6% | $74,419-48.4% |
| Participation rate | 53.7% | 66.3%-12.6pp | 71.7%-18.0pp | 70.7%-17.1pp |
| Annual return | 16.84% | 44.46%-27.6pp | 591.07%-574.2pp | 34.38%-17.5pp |
| Employer contribution / active EE | $949 | $2,282-58.4% | $3,022-68.6% | $2,637-64.0% |
| Participant deferral / active EE | $1,474 | $3,383-56.4% | $4,438-66.8% | $4,528-67.4% |
| Admin fee / account holder | $206 | $319-35.4% | $5,614-96.3% | $348-40.8% |