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 COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 | Contract Administrator | $12,191 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,413 |
Filed as: EMPOWER ANNUITY INSURANCE CO.OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,962 |
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 | $42,658 | $65,908-35.3% | $81,812-47.9% | $77,643-45.1% |
| Participation rate | 52.1% | 65.8%-13.7pp | 72.3%-20.2pp | 70.6%-18.4pp |
| Annual return | 13.54% | 26.64%-13.1pp | 773.79%-760.3pp | 31.24%-17.7pp |
| Employer contribution / active EE | $963 | $2,370-59.4% | $2,912-66.9% | $2,726-64.7% |
| Participant deferral / active EE | $1,519 | $3,505-56.7% | $4,319-64.8% | $4,647-67.3% |
| Admin fee / account holder | $239 | $526-54.6% | $7,386-96.8% | $430-44.5% |