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 |
|---|---|---|
BANCFIRST1 year Filed as: BANCFIRST TRUST & INVESTMENT MANAGE Service code 27 100 N. BROADWAY · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $20,484 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $12,188 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,471 | $82,664-25.6% | $125,339-51.0% | $68,494-10.3% |
| Participation rate | 69.6% | 75.0%-5.4pp | 82.4%-12.7pp | 67.9%+1.7pp |
| Annual return | -18.43% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $3,257 | $3,381-3.7% | $4,814-32.3% | $2,596+25.5% |
| Participant deferral / active EE | $8,515 | $6,110+39.4% | $7,446+14.4% | $4,027+111.4% |
| Admin fee / account holder | $424 | $6,275-93.2% | $10,010-95.8% | $5,403-92.1% |