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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Direct payment fro... | $106,324 |
STEPHENS INC3+ years Service code 16 111 CENTER STREET · LITTLE ROCK, AR 72201 | Consulting | $39,857 |
NATIONAL FINANCIAL SERVICES3+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $107,114 | $80,753+32.6% | $136,294-21.4% | $62,292+72.0% |
| Participation rate | 93.7% | 73.5%+20.2pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 16.09% | 35.83%-19.7pp | 5155.94%-5139.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $1,733 | $2,884-39.9% | $4,695-63.1% | $2,042-15.1% |
| Participant deferral / active EE | $5,822 | $5,164+12.7% | $6,247-6.8% | $3,169+83.7% |
| Admin fee / account holder | $687 | $525+30.8% | $9,243-92.6% | $479+43.4% |