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 INC3 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $37,461 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $21,063 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,289 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $6,423 |
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 | $50,719 | $56,638-10.5% | $169,368-70.1% | $74,419-31.8% |
| Participation rate | 96.2% | 67.5%+28.6pp | 77.1%+19.0pp | 70.7%+25.4pp |
| Annual return | 20.13% | 24.75%-4.6pp | 405.60%-385.5pp | 34.38%-14.2pp |
| Employer contribution / active EE | $1,547 | $2,027-23.7% | $4,013-61.4% | $2,637-41.3% |
| Participant deferral / active EE | $4,522 | $4,223+7.1% | $6,221-27.3% | $4,528-0.1% |
| Admin fee / account holder | $104 | $307-66.2% | $9,003-98.8% | $348-70.2% |