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 |
|---|---|---|
STEPHENS INC1 year Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $24,705 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $18,611 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,735 |
Service code 99 6504 BRIDGE POINT PKWY STE 450 · AUSTIN, TX 78730 | Other Fees | $5,104 |
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 | $53,447 | $60,607-11.8% | $189,557-71.8% | $86,799-38.4% |
| Participation rate | 93.4% | 68.9%+24.5pp | 78.4%+15.0pp | 72.3%+21.1pp |
| Annual return | 15.31% | 65.18%-49.9pp | 64.17%-48.9pp | 97.91%-82.6pp |
| Employer contribution / active EE | $861 | $1,626-47.0% | $4,412-80.5% | $2,405-64.2% |
| Participant deferral / active EE | $3,891 | $3,895-0.1% | $6,174-37.0% | $4,131-5.8% |
| Admin fee / account holder | $114 | $159-28.0% | $9,807-98.8% | $170-32.6% |