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 INC6+ years Filed as: STEPHENS, INC. Service code 28 · EIN 71-0641478 | Investment Management | $36,201 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,430 |
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 | $50,389 | $111,608-54.9% | $177,821-71.7% | $73,409-31.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.7%+12.3pp | 72.2%+27.8pp |
| Annual return | 18.17% | 18.23%-0.1pp | 48.32%-30.2pp | 59.29%-41.1pp |
| Employer contribution / active EE | $2,218 | $3,796-41.6% | $5,918-62.5% | $2,234-0.7% |
| Participant deferral / active EE | $3,339 | $6,199-46.1% | $7,714-56.7% | $3,805-12.3% |
| Admin fee / account holder | $117 | $166-29.1% | $12,427-99.1% | $158-25.6% |