Filed December 16, 2022
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 9-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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Finders' fees / p... | $20,539 |
STEPHENS INC3+ years Filed as: STEPHENS, INC. Service code 16 · EIN 71-0641478 | Consulting | $13,411 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,801 | $62,267+0.9% | $110,238-43.0% | $55,725+12.7% |
| Participation rate | 99.1% | 78.1%+20.9pp | 79.8%+19.2pp | 70.9%+28.2pp |
| Annual return | -10.16% | -1.07%-9.1pp | 314.74%-324.9pp | 244.93%-255.1pp |
| Employer contribution / active EE | $8,429 | $1,941+334.2% | $3,826+120.3% | $2,078+305.6% |
| Participant deferral / active EE | $535 | $3,516-84.8% | $4,672-88.6% | $3,356-84.1% |
| Admin fee / account holder | $63 | $121-47.7% | $8,547-99.3% | $115-45.1% |