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.5 years Service code 15 · EIN 23-1945930 | Recordkeeping | $24,990 |
KINGS PATH PARTNERS LLC5 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $18,843 |
LOREN D. STARK COMPANY8 years Service code 13 · EIN 71-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $12,780 |
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 | $63,344 | $106,028-40.3% | $146,958-56.9% | $77,643-18.4% |
| Participation rate | 53.7% | 78.4%-24.6pp | 82.2%-28.4pp | 70.6%-16.8pp |
| Annual return | 13.80% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $1,429 | $4,063-64.8% | $4,933-71.0% | $2,726-47.6% |
| Participant deferral / active EE | $2,749 | $7,990-65.6% | $8,070-65.9% | $4,647-40.8% |
| Admin fee / account holder | $200 | $337-40.6% | $12,998-98.5% | $430-53.5% |