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... | $143,172 |
STEPHENS INC9+ years Service code 16 | Consulting | $57,417 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
STEPHENS INC4 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.)
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 | $145,596 | $91,407+59.3% | $135,903+7.1% | $71,457+103.8% |
| Participation rate | 94.5% | 75.7%+18.8pp | 81.9%+12.6pp | 67.9%+26.6pp |
| Annual return | 16.63% | 29.90%-13.3pp | 68.23%-51.6pp | 28.85%-12.2pp |
| Employer contribution / active EE | $3,223 | $3,703-13.0% | $4,856-33.6% | $2,588+24.6% |
| Participant deferral / active EE | $7,597 | $7,092+7.1% | $7,758-2.1% | $4,289+77.1% |
| Admin fee / account holder | $813 | $1,266-35.7% | $10,762-92.4% | $1,587-48.8% |