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 INC3 years Service code 27 · EIN 71-0641478 | Advisory (Plan) | $11,510 |
Filed as: MASS MUTUAL LIFE INSURANCE CO Service code 15 · EIN 04-1590850 | Recordkeeping | $690 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,800 | $66,124-47.4% | $90,404-61.5% | $73,488-52.6% |
| Participation rate | 63.7% | 69.7%-6.0pp | 72.7%-9.0pp | 70.7%-7.0pp |
| Annual return | 14.63% | 17.65%-3.0pp | 1293.02%-1278.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $716 | $2,346-69.5% | $3,262-78.0% | $2,270-68.4% |
| Participant deferral / active EE | $2,102 | $3,039-30.8% | $3,963-47.0% | $3,740-43.8% |
| Admin fee / account holder | $13 | $396-96.7% | $5,611-99.8% | $513-97.4% |