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.4 years Service code 15 · EIN 23-1945930 | Recordkeeping | $19,553 |
KINGS PATH PARTNERS LLC4 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $15,959 |
LOREN D. STARK COMPANY7 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $3,690 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,679 | $95,274-45.8% | $135,903-62.0% | $74,419-30.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 81.9%-15.2pp | 70.7%-4.1pp |
| Annual return | 19.44% | 32.77%-13.3pp | 68.23%-48.8pp | 34.38%-14.9pp |
| Employer contribution / active EE | $1,639 | $3,874-57.7% | $4,856-66.2% | $2,637-37.9% |
| Participant deferral / active EE | $3,478 | $7,782-55.3% | $7,758-55.2% | $4,528-23.2% |
| Admin fee / account holder | $159 | $266-40.4% | $10,762-98.5% | $348-54.4% |