See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC4 years Filed as: STEPHENS INC. Service code 26 · EIN 71-0641478 | Advisory (Participants) | $56,040 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $9,201 |
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 | $68,246 | $58,101+17.5% | $118,925-42.6% | $73,409-7.0% |
| Participation rate | 79.2% | 56.1%+23.1pp | 75.4%+3.8pp | 72.2%+7.0pp |
| Annual return | 11.78% | 20.56%-8.8pp | 35.88%-24.1pp | 59.29%-47.5pp |
| Employer contribution / active EE | $1,652 | $1,445+14.3% | $3,263-49.4% | $2,234-26.0% |
| Participant deferral / active EE | $2,140 | $2,400-10.8% | $4,265-49.8% | $3,805-43.8% |
| Admin fee / account holder | $272 | $138+96.6% | $6,581-95.9% | $158+72.0% |