See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC4+ years Service code 99 · EIN 71-0641478 | Other Fees | $60,206 |
Service code 15 · EIN 71-0294708 | Recordkeeping | $40,756 |
MORNINGSTAR4+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $23,641 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,458 | $47,126-39.6% | $149,673-81.0% | $74,419-61.8% |
| Participation rate | 96.3% | 63.4%+32.9pp | 78.8%+17.6pp | 70.7%+25.6pp |
| Annual return | 17.65% | 22.75%-5.1pp | 134.42%-116.8pp | 34.38%-16.7pp |
| Employer contribution / active EE | $2,485 | $1,905+30.4% | $4,818-48.4% | $2,637-5.8% |
| Participant deferral / active EE | $1,702 | $2,728-37.6% | $5,680-70.0% | $4,528-62.4% |
| Admin fee / account holder | $17 | $343-95.0% | $13,210-99.9% | $348-95.0% |