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 INC4 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $46,344 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $24,609 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,399 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $14,247 |
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 | $54,933 | $62,624-12.3% | $177,989-69.1% | $77,643-29.2% |
| Participation rate | 96.3% | 66.8%+29.5pp | 77.1%+19.2pp | 70.6%+25.8pp |
| Annual return | 16.85% | 16.16%+0.7pp | 294.48%-277.6pp | 31.24%-14.4pp |
| Employer contribution / active EE | $786 | $1,909-58.8% | $3,949-80.1% | $2,726-71.2% |
| Participant deferral / active EE | $4,571 | $4,219+8.3% | $6,276-27.2% | $4,647-1.6% |
| Admin fee / account holder | $135 | $386-65.0% | $10,363-98.7% | $430-68.6% |