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 |
|---|---|---|
ARVEST ASSET MANAGEMENT1 year Filed as: ARVEST BANK Service code 27 · EIN 71-0118700 | Advisory (Plan) | $20,300 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $11,009 |
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 | $58,489 | $96,484-39.4% | $156,263-62.6% | $74,304-21.3% |
| Participation rate | 94.2% | 67.7%+26.5pp | 78.9%+15.3pp | 60.3%+33.8pp |
| Annual return | 12.18% | 17.73%-5.6pp | 59.47%-47.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $2,058 | $2,528-18.6% | $4,333-52.5% | $2,241-8.2% |
| Participant deferral / active EE | $4,587 | $4,286+7.0% | $6,158-25.5% | $3,767+21.8% |
| Admin fee / account holder | $295 | $3,728-92.1% | $14,255-97.9% | $2,969-90.1% |