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 INC1 year Service code 27 · EIN 71-0641478 | Advisory (Plan) | $33,825 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,624 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,671 | $63,346+25.8% | $92,233-13.6% | $70,131+13.6% |
| Participation rate | 84.9% | 68.7%+16.2pp | 76.5%+8.4pp | 69.5%+15.3pp |
| Annual return | 21.86% | 530.12%-508.3pp | 176.28%-154.4pp | 73.14%-51.3pp |
| Employer contribution / active EE | $5,359 | $2,471+116.9% | $3,679+45.6% | $2,342+128.8% |
| Participant deferral / active EE | $4,747 | $2,854+66.4% | $3,897+21.8% | $3,332+42.5% |
| Admin fee / account holder | $391 | $3,840-89.8% | $5,194-92.5% | $4,645-91.6% |