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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Distribution (12b-... | $88,630 |
STEPHENS INC2+ years Filed as: STEPHENS INC. Service code 17 · EIN 71-0641478 | Pension Consulting | $29,245 |
FRAZIER & DEETER, LLC2+ years Service code 10 · EIN 58-1433845 | Accounting | $13,000 |
NATIONAL FINANCIAL SERVICES2+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,613 | $30,599+9.8% | $74,583-54.9% | $57,658-41.7% |
| Participation rate | 36.9% | 49.1%-12.2pp | 68.1%-31.2pp | 70.2%-33.3pp |
| Annual return | 8.35% | 14.24%-5.9pp | 20.47%-12.1pp | 5.13%+3.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,336 | $1,805-26.0% | $3,458-61.4% | $3,061-56.4% |
| Admin fee / account holder | $273 | $98+178.1% | $4,138-93.4% | $95+188.3% |