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 NA9+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $41,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,022 | $71,516-42.6% | $98,439-58.3% | $71,457-42.6% |
| Participation rate | 66.0% | 72.7%-6.7pp | 75.2%-9.2pp | 67.9%-2.0pp |
| Annual return | 16.36% | 32.41%-16.1pp | 21.16%-4.8pp | 28.85%-12.5pp |
| Employer contribution / active EE | $999 | $2,399-58.4% | $3,048-67.2% | $2,588-61.4% |
| Participant deferral / active EE | $2,388 | $4,109-41.9% | $4,738-49.6% | $4,289-44.3% |
| Admin fee / account holder | $321 | $1,675-80.8% | $8,948-96.4% | $1,587-79.8% |