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 INC2 years Filed as: STEPHENS INC. Service code 16 · EIN 71-0641478 | Consulting | $168,682 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Direct pa... | $95,161 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,641 | $76,774-5.4% | $112,228-35.3% | $77,904-6.8% |
| Participation rate | 94.1% | 80.2%+14.0pp | 75.1%+19.1pp | 73.7%+20.5pp |
| Annual return | -17.90% | -10.25%-7.6pp | 27.45%-45.3pp | 12.21%-30.1pp |
| Employer contribution / active EE | $2,977 | $3,977-25.1% | $3,635-18.1% | $2,848+4.5% |
| Participant deferral / active EE | $5,557 | $3,778+47.1% | $4,728+17.5% | $4,806+15.6% |
| Admin fee / account holder | $182 | $239-23.7% | $6,410-97.2% | $133+37.6% |