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 INC2 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $33,998 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,582 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,077 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $5,618 |
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 | $44,609 | $50,458-11.6% | $159,960-72.1% | $64,808-31.2% |
| Participation rate | 96.2% | 68.0%+28.2pp | 78.0%+18.3pp | 71.5%+24.8pp |
| Annual return | -6.03% | -13.42%+7.4pp | 408.60%-414.6pp | 32.82%-38.8pp |
| Employer contribution / active EE | $791 | $1,722-54.1% | $4,226-81.3% | $2,506-68.4% |
| Participant deferral / active EE | $4,344 | $4,004+8.5% | $6,182-29.7% | $4,310+0.8% |
| Admin fee / account holder | $105 | $706-85.2% | $8,698-98.8% | $188-44.3% |