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 8-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 |
|---|---|---|
MELTON & MELTON LLP4 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $48,000 |
BOKF, NA5 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $32,997 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$28,291 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,261 | $92,971+0.3% | $96,683-3.5% | $74,419+25.3% |
| Participation rate | 66.0% | 71.5%-5.6pp | 74.3%-8.4pp | 70.7%-4.8pp |
| Annual return | 17.56% | 37.49%-19.9pp | 35.69%-18.1pp | 34.38%-16.8pp |
| Employer contribution / active EE | $2,580 | $3,426-24.7% | $3,737-31.0% | $2,637-2.2% |
| Participant deferral / active EE | $6,250 | $3,970+57.4% | $4,878+28.1% | $4,528+38.0% |
| Admin fee / account holder | $72 | $633-88.6% | $6,730-98.9% | $348-79.3% |