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 8-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, INC. Service code 28 · EIN 71-0641478 | Investment Management | $32,503 |
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $9,960 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,211 | $88,515-55.7% | $162,163-75.8% | $67,579-42.0% |
| Participation rate | 100.0% | 86.8%+13.2pp | 87.6%+12.4pp | 71.3%+28.7pp |
| Annual return | 29.65% | 27.04%+2.6pp | 115.59%-85.9pp | 378.56%-348.9pp |
| Employer contribution / active EE | $1,991 | $3,563-44.1% | $5,614-64.5% | $2,148-7.3% |
| Participant deferral / active EE | $2,767 | $5,724-51.7% | $7,298-62.1% | $3,539-21.8% |
| Admin fee / account holder | $102 | $124-17.5% | $10,843-99.1% | $142-28.3% |