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 INC6 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $52,786 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,542 | $65,061+11.5% | $143,757-49.5% | $66,914+8.4% |
| Participation rate | 63.8% | 65.2%-1.4pp | 80.3%-16.5pp | 69.8%-6.0pp |
| Annual return | -16.20% | -11.14%-5.1pp | -0.04%-16.2pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,525 | $2,361-35.4% | $4,951-69.2% | $2,544-40.1% |
| Participant deferral / active EE | $2,732 | $2,919-6.4% | $5,637-51.5% | $4,237-35.5% |
| Admin fee / account holder | $389 | $502-22.6% | $14,673-97.4% | $593-34.5% |