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 INC8 years Filed as: STEPHENS Service code 27 2479 BROWNS LN · JONESBORO, AR 724016106 | Advisory (Plan) | $44,946 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,180 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,171 | $88,087+4.6% | $164,866-44.1% | $74,546+23.6% |
| Participation rate | 88.8% | 73.1%+15.7pp | 78.6%+10.2pp | 67.2%+21.6pp |
| Annual return | 15.52% | 17.27%-1.8pp | 69.97%-54.5pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,358 | $2,595-9.1% | $4,343-45.7% | $2,624-10.1% |
| Participant deferral / active EE | $5,004 | $4,499+11.2% | $6,033-17.1% | $4,347+15.1% |
| Admin fee / account holder | $580 | $2,232-74.0% | $12,689-95.4% | $1,944-70.2% |