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 INC4 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $22,826 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,614 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $3,768 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,887 | $88,083-7.0% | $164,813-50.3% | $74,495+9.9% |
| Participation rate | 87.6% | 73.0%+14.6pp | 78.6%+9.0pp | 67.2%+20.4pp |
| Annual return | 10.20% | 17.26%-7.1pp | 69.93%-59.7pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,052 | $2,593-59.4% | $4,341-75.8% | $2,623-59.9% |
| Participant deferral / active EE | $4,153 | $4,498-7.7% | $6,031-31.1% | $4,346-4.4% |
| Admin fee / account holder | $277 | $2,234-87.6% | $12,690-97.8% | $1,942-85.7% |