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 INC5 years Filed as: STEPHENS GROUP ASSET MANAGEMENT LLC Service code 27 100 RIVER BLUFF DR UNIT 220 · LITTLE ROCK, AR 72202 | Advisory (Plan) | $49,872 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $41,555 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $32,545 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 STE 3 · AUSTIN, TX 787305097 | Other Fees | $19,232 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,948 | $71,964-9.7% | $167,512-61.2% | $85,563-24.1% |
| Participation rate | 83.8% | 61.0%+22.9pp | 77.1%+6.8pp | 66.0%+17.9pp |
| Annual return | 18.04% | 18.83%-0.8pp | 1615.79%-1597.8pp | 31.51%-13.5pp |
| Employer contribution / active EE | $1,165 | $1,875-37.9% | $3,882-70.0% | $2,654-56.1% |
| Participant deferral / active EE | $4,386 | $4,110+6.7% | $6,405-31.5% | $4,375+0.2% |
| Admin fee / account holder | $170 | $815-79.1% | $9,769-98.3% | $834-79.6% |