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.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $21,990 |
KINGS PATH PARTNERS LLC6 years Service code 26 · EIN 47-4053389 206 BROOKS STREET · SUGAR LAND, TX 77478 | Advisory (Participants) | $20,522 |
LOREN D. STARK COMPANY9 years Service code 13 · EIN 71-1537058 10101 SOUTHWEST FREEWAY, SUITE 610 · HOUSTON, TX 77074 | Contract Administrator | $4,040 |
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 | $73,247 | $119,446-38.7% | $150,045-51.2% | $85,563-14.4% |
| Participation rate | 53.8% | 75.4%-21.6pp | 82.3%-28.5pp | 66.0%-12.2pp |
| Annual return | 16.57% | 23.72%-7.1pp | 62.55%-46.0pp | 31.51%-14.9pp |
| Employer contribution / active EE | $1,444 | $4,078-64.6% | $4,693-69.2% | $2,654-45.6% |
| Participant deferral / active EE | $2,779 | $7,985-65.2% | $7,997-65.3% | $4,375-36.5% |
| Admin fee / account holder | $193 | $548-64.8% | $13,435-98.6% | $834-76.9% |