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 |
|---|---|---|
STEPHENS INC2 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $40,947 |
Service code 12 · EIN 48-1205033 | Claims processing; Direct payment fro... | $2,250 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,227 | $47,977-22.4% | $154,107-75.8% | $56,287-33.9% |
| Participation rate | 80.1% | 66.2%+13.9pp | 83.0%-2.9pp | 69.9%+10.2pp |
| Annual return | -4.07% | 3.54%-7.6pp | 735.12%-739.2pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,461 | $2,169-32.6% | $5,298-72.4% | $2,111-30.8% |
| Participant deferral / active EE | $2,405 | $2,392+0.6% | $5,081-52.7% | $3,350-28.2% |
| Admin fee / account holder | $206 | $438-53.1% | $13,411-98.5% | $521-60.5% |