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 NA3+ years Service code 19 · EIN 71-0832709 501 MAIN STREET · PINE BLUFF, AR 71611 | Securities Custodian | $33,388 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,529 | $63,299-51.8% | $91,001-66.5% | $62,292-51.0% |
| Participation rate | 64.2% | 73.3%-9.1pp | 75.6%-11.4pp | 69.5%-5.3pp |
| Annual return | 15.09% | 20.99%-5.9pp | 4.60%+10.5pp | 28.90%-13.8pp |
| Employer contribution / active EE | $747 | $1,807-58.6% | $2,456-69.6% | $2,042-63.4% |
| Participant deferral / active EE | $1,892 | $2,943-35.7% | $3,547-46.7% | $3,169-40.3% |
| Admin fee / account holder | $288 | $468-38.5% | $5,417-94.7% | $479-40.0% |