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 INC3 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $45,928 |
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 | $50,492 | $52,953-4.6% | $172,739-70.8% | $65,185-22.5% |
| Participation rate | 77.1% | 66.2%+11.0pp | 82.6%-5.5pp | 70.2%+6.9pp |
| Annual return | 24.06% | 30.12%-6.1pp | 802.84%-778.8pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,165 | $2,190-46.8% | $5,143-77.3% | $2,177-46.5% |
| Participant deferral / active EE | $2,210 | $2,471-10.5% | $5,198-57.5% | $3,514-37.1% |
| Admin fee / account holder | $252 | $472-46.5% | $13,954-98.2% | $847-70.2% |