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 INC7 years Filed as: STEPHENS Service code 27 2479 BROWNS LANE · JONESBORO, AR 724016106 | Advisory (Plan) | $83,918 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $29,718 |
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 | $106,919 | $129,095-17.2% | $184,200-42.0% | $77,671+37.7% |
| Participation rate | 78.5% | 87.3%-8.8pp | 86.8%-8.3pp | 70.6%+7.9pp |
| Annual return | 13.76% | 33.29%-19.5pp | 28.80%-15.0pp | 31.21%-17.4pp |
| Employer contribution / active EE | $2,624 | $4,410-40.5% | $6,424-59.2% | $2,726-3.8% |
| Participant deferral / active EE | $4,050 | $7,300-44.5% | $9,132-55.7% | $4,648-12.9% |
| Admin fee / account holder | $426 | $256+66.4% | $13,907-96.9% | $430-1.1% |