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 |
|---|---|---|
PARK AVENUE SECURITIES LLC2 years Service code 55 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Other Commissions | $17,861 |
LOREN D. STARK COMPANY3 years Service code 13 | Contract Administrator | $5,053 |
Service code 13 · EIN 22-3076875 51 CHESTNUT ST · RUTHERFORD, NJ 07070 | Contract Administrator | $3,120 |
LOREN D. STARK COMPANY3 years Filed as: LOREN D STARK COMPANY Service code 13 · EIN 74-1537058 10750 ROCKLEY ROAD · HOUSTON, TX 77099 | Contract Administrator | $2,240 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CA 80111 | Recordkeeping Fees | $961 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,862 | $73,397+4.7% | $178,014-56.8% | $74,546+3.1% |
| Participation rate | 66.7% | 66.6%+0.1pp | 77.1%-10.4pp | 67.2%-0.5pp |
| Annual return | 12.11% | 17.49%-5.4pp | 294.80%-282.7pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $999 | $2,217-54.9% | $3,950-74.7% | $2,624-61.9% |
| Participant deferral / active EE | $4,624 | $4,512+2.5% | $6,276-26.3% | $4,347+6.4% |
| Admin fee / account holder | -$47 | $1,809-102.6% | $10,362-100.5% | $1,944-102.4% |