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 |
|---|---|---|
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $20,350 |
KINGS PATH PARTNERS LLC2 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $18,266 |
LOREN D. STARK COMPANY5 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $5,490 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,223 | $104,317-56.6% | $159,436-71.6% | $86,799-47.9% |
| Participation rate | 63.1% | 77.7%-14.6pp | 82.8%-19.7pp | 72.3%-9.2pp |
| Annual return | 13.34% | 26.32%-13.0pp | 263.57%-250.2pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,460 | $3,451-57.7% | $4,829-69.8% | $2,405-39.3% |
| Participant deferral / active EE | $2,854 | $6,837-58.3% | $7,352-61.2% | $4,131-30.9% |
| Admin fee / account holder | $174 | $172+1.3% | $10,799-98.4% | $170+2.8% |