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; Finders' ... | $167,392 |
STEPHENS INC7+ years Service code 16 | Consulting | $61,160 |
NATIONAL FINANCIAL SERVICES7+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC2 years Filed as: STEPHENS INC. Service code 16 111 CENTER ST. · LITTLE ROCK, AR 72201 | Consulting | $0 |
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 | $162,859 | $104,475+55.9% | $159,436+2.1% | $79,386+105.1% |
| Participation rate | 94.8% | 76.6%+18.2pp | 82.8%+12.0pp | 70.7%+24.1pp |
| Annual return | 15.86% | 67.95%-52.1pp | 263.57%-247.7pp | 116.85%-101.0pp |
| Employer contribution / active EE | $1,981 | $3,417-42.0% | $4,829-59.0% | $2,427-18.4% |
| Participant deferral / active EE | $7,057 | $6,467+9.1% | $7,352-4.0% | $4,046+74.4% |
| Admin fee / account holder | $1,053 | $711+48.0% | $10,799-90.3% | $626+68.1% |