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 |
|---|---|---|
STEPHENS INC9 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $48,071 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,955 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,072 | $86,944+34.7% | $107,525+8.9% | $74,304+57.6% |
| Participation rate | 88.1% | 59.6%+28.5pp | 75.1%+13.0pp | 60.3%+27.7pp |
| Annual return | 15.37% | 23.52%-8.2pp | 181.32%-166.0pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,955 | $2,757+43.5% | $3,754+5.4% | $2,241+76.5% |
| Participant deferral / active EE | $7,628 | $3,554+114.6% | $5,116+49.1% | $3,767+102.5% |
| Admin fee / account holder | $260 | $3,727-93.0% | $8,919-97.1% | $2,969-91.2% |