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 |
|---|---|---|
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 213 NORTH THIRD STREET · MUSKOGEE, OK 74401 | Advisory (Plan) | $34,879 |
FRANK WERNTZ & AS.,INC.1 year Service code 17 · EIN 73-1522738 419 W BROADWAY ST STE 201 · MUSKOGEE, OK 744016632 | Pension Consulting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,443 | $299,959-84.5% | $185,823-75.0% | - |
| Participation rate | 85.9% | 61.2%+24.6pp | 81.7%+4.2pp | - |
| Annual return | 25.04% | 9.80%+15.2pp | 122.05%-97.0pp | - |
| Employer contribution / active EE | $1,120 | $1,731-35.3% | $5,167-78.3% | - |
| Participant deferral / active EE | $1,837 | $2,385-23.0% | $5,568-67.0% | - |
| Admin fee / account holder | $368 | $47,864-99.2% | $16,237-97.7% | - |