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 |
|---|---|---|
SIMMONS FIRST TRUST COMPANY NA2+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINE BLUFF, AR 71611 | Recordkeeping | $30,219 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $25,156 | $56,629-55.6% | $77,999-67.7% | $55,167-54.4% |
| Participation rate | 62.1% | 73.3%-11.2pp | 75.5%-13.4pp | 69.0%-6.9pp |
| Annual return | 0.60% | 2866.98%-2866.4pp | 425.96%-425.4pp | 169.23%-168.6pp |
| Employer contribution / active EE | $730 | $1,723-57.7% | $2,470-70.5% | $1,963-62.8% |
| Participant deferral / active EE | $1,665 | $2,777-40.0% | $3,497-52.4% | $3,054-45.5% |
| Admin fee / account holder | $248 | $467-46.9% | $5,480-95.5% | $504-50.8% |