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 INC8 years Filed as: STEPHENS Service code 27 2479 BROWNS LANE · JONESBORO, AR 724016106 | Advisory (Plan) | $67,995 |
CPI QUALIFIED PLAN CONSULTANTS, INC11+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $24,916 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,788 | $131,799-6.1% | $200,582-38.3% | $85,563+44.7% |
| Participation rate | 81.5% | 87.9%-6.5pp | 86.9%-5.4pp | 66.0%+15.5pp |
| Annual return | 17.30% | 21.59%-4.3pp | 42.33%-25.0pp | 31.51%-14.2pp |
| Employer contribution / active EE | $2,958 | $4,532-34.7% | $6,419-53.9% | $2,654+11.5% |
| Participant deferral / active EE | $4,564 | $7,702-40.7% | $9,331-51.1% | $4,375+4.3% |
| Admin fee / account holder | $338 | $235+43.7% | $16,305-97.9% | $834-59.5% |