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 INC8 years Filed as: STEPHENS INC. Service code 27 · EIN 71-0641478 | Advisory (Plan) | $64,581 |
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 | $108,796 | $55,415+96.3% | $155,509-30.0% | $74,495+46.0% |
| Participation rate | 63.3% | 61.9%+1.4pp | 78.2%-14.9pp | 67.2%-3.9pp |
| Annual return | 15.54% | 268.50%-253.0pp | 64.67%-49.1pp | 1364.94%-1349.4pp |
| Employer contribution / active EE | $1,728 | $2,267-23.8% | $4,672-63.0% | $2,623-34.1% |
| Participant deferral / active EE | $3,100 | $2,836+9.3% | $5,626-44.9% | $4,346-28.7% |
| Admin fee / account holder | $561 | $1,738-67.7% | $15,912-96.5% | $1,942-71.1% |