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 9-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 41-0294708 | Advisory (Participants) | $9,144 |
LOREN D. STARK COMPANY1 year Filed as: LOREN D STARK COMPANY Service code 40 | Foreign entity (e.g., an agent or bro... | $4,081 |
MORNINGSTAR5+ years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $1,731 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 99 · EIN 06-1555494 | Other Fees | $0 |
LOREN D. STARK COMPANY1 year Service code 49 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Other Services | $0 |
Filed as: M HOLDINGS SECURITIES, INC Service code 99 · EIN 91-1802259 | Other Fees | $0 |
Employer 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 | $90,310 | $93,182-3.1% | $146,665-38.4% | $79,386+13.8% |
| Participation rate | 86.8% | 76.4%+10.4pp | 80.1%+6.8pp | 70.7%+16.1pp |
| Annual return | 29.16% | 21.61%+7.5pp | 22.74%+6.4pp | 116.85%-87.7pp |
| Employer contribution / active EE | $410 | $2,420-83.1% | $4,136-90.1% | $2,427-83.1% |
| Participant deferral / active EE | $4,431 | $4,169+6.3% | $5,506-19.5% | $4,046+9.5% |
| Admin fee / account holder | $39 | $585-93.3% | $10,280-99.6% | $626-93.8% |