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 INC2 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $9,719 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,713 | $51,620-42.4% | $90,281-67.1% | $65,185-54.4% |
| Participation rate | 63.6% | 68.6%-5.1pp | 73.3%-9.7pp | 70.2%-6.6pp |
| Annual return | 24.52% | 24.94%-0.4pp | 78.10%-53.6pp | 29.38%-4.9pp |
| Employer contribution / active EE | $630 | $2,235-71.8% | $2,854-77.9% | $2,177-71.1% |
| Participant deferral / active EE | $1,980 | $2,871-31.0% | $3,885-49.0% | $3,514-43.6% |
| Admin fee / account holder | $9 | $384-97.6% | $5,351-99.8% | $847-98.9% |