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 Filed as: STEPHENS Service code 27 2479 BROWNS LN · JONESBORO, AR 724016106 | Advisory (Plan) | $9,403 |
Service code 12 · EIN 48-1205033 | Direct payment from the plan; Claims ... | $4,738 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,467 | $71,192-30.5% | $117,854-58.0% | $62,292-20.6% |
| Participation rate | 83.5% | 74.2%+9.3pp | 79.7%+3.8pp | 69.5%+14.0pp |
| Annual return | 14.35% | 18.66%-4.3pp | 335.08%-320.7pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,741 | $1,934-10.0% | $3,786-54.0% | $2,042-14.7% |
| Participant deferral / active EE | $2,988 | $3,189-6.3% | $4,482-33.3% | $3,169-5.7% |
| Admin fee / account holder | $188 | $587-67.9% | $8,020-97.7% | $479-60.7% |