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 INC7 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $55,974 |
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 | $90,162 | $61,272+47.2% | $149,673-39.8% | $71,457+26.2% |
| Participation rate | 63.3% | 62.5%+0.8pp | 78.8%-15.4pp | 67.9%-4.6pp |
| Annual return | 18.95% | 35.85%-16.9pp | 134.42%-115.5pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,635 | $2,378-31.2% | $4,818-66.1% | $2,588-36.8% |
| Participant deferral / active EE | $2,813 | $2,917-3.6% | $5,680-50.5% | $4,289-34.4% |
| Admin fee / account holder | $441 | $1,261-65.1% | $13,210-96.7% | $1,587-72.2% |