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 INC4 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $50,027 |
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 | $68,089 | $58,879+15.6% | $178,490-61.9% | $73,488-7.3% |
| Participation rate | 70.2% | 66.2%+4.0pp | 81.9%-11.7pp | 70.7%-0.5pp |
| Annual return | 17.17% | 24.86%-7.7pp | 151.07%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,543 | $2,236-31.0% | $5,011-69.2% | $2,270-32.0% |
| Participant deferral / active EE | $2,403 | $2,567-6.4% | $5,202-53.8% | $3,740-35.7% |
| Admin fee / account holder | $300 | $400-25.2% | $13,984-97.9% | $513-41.6% |