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 | Shareholder servicing fees; Sales loa... | $127,644 |
STEPHENS INC1 year Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $51,115 |
NATIONAL FINANCIAL SERVICES6+ 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 | $143,522 | $99,957+43.6% | $149,696-4.1% | $73,488+95.3% |
| Participation rate | 95.5% | 75.7%+19.8pp | 82.5%+13.0pp | 70.7%+24.8pp |
| Annual return | 14.54% | 53.87%-39.3pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,931 | $3,191-39.5% | $4,644-58.4% | $2,270-14.9% |
| Participant deferral / active EE | $6,921 | $6,073+14.0% | $6,842+1.2% | $3,740+85.1% |
| Admin fee / account holder | $813 | $551+47.6% | $9,309-91.3% | $513+58.5% |