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 | Investment management; Sales loads (f... | $143,403 |
STEPHENS INC8+ years Service code 16 | Consulting | $59,340 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
STEPHENS INC3 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 | $128,114 | $84,487+51.6% | $125,339+2.2% | $66,914+91.5% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -14.48% | -8.39%-6.1pp | 572.05%-586.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $1,934 | $3,553-45.6% | $4,814-59.8% | $2,544-24.0% |
| Participant deferral / active EE | $7,122 | $6,781+5.0% | $7,446-4.4% | $4,237+68.1% |
| Admin fee / account holder | $844 | $685+23.1% | $10,010-91.6% | $593+42.2% |