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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SIMMONS FIRST TRUST COMPANY NA10+ years Service code 15 · EIN 71-0832709 501 MAIN STREET · PINEBLUFF, AR 71611 | Recordkeeping | $43,418 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,515 | $78,485-47.1% | $106,213-60.9% | $74,495-44.3% |
| Participation rate | 63.9% | 72.8%-8.9pp | 75.3%-11.4pp | 67.2%-3.3pp |
| Annual return | 11.12% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $953 | $2,523-62.2% | $3,171-69.9% | $2,623-63.7% |
| Participant deferral / active EE | $2,267 | $4,322-47.6% | $5,016-54.8% | $4,346-47.8% |
| Admin fee / account holder | $319 | $2,232-85.7% | $11,033-97.1% | $1,942-83.6% |