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) | $8,528 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,031 | $44,873-46.4% | $79,464-69.8% | $56,287-57.3% |
| Participation rate | 60.6% | 68.7%-8.2pp | 73.3%-12.8pp | 69.9%-9.3pp |
| Annual return | -7.44% | 0.81%-8.3pp | 718.14%-725.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $541 | $2,140-74.7% | $2,800-80.7% | $2,111-74.4% |
| Participant deferral / active EE | $1,606 | $2,746-41.5% | $3,704-56.6% | $3,350-52.1% |
| Admin fee / account holder | $18 | $418-95.7% | $5,113-99.6% | $521-96.5% |