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 MANAGEMENT5+ years Service code 27 · EIN 71-0794602 | Advisory (Plan) | $11,285 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,349 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,636 | $73,404-55.5% | $87,100-62.5% | $67,579-51.7% |
| Participation rate | 91.2% | 80.9%+10.4pp | 76.9%+14.4pp | 71.3%+20.0pp |
| Annual return | 19.97% | 48.29%-28.3pp | 28.19%-8.2pp | 378.56%-358.6pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,185 | $3,913-44.2% | $4,049-46.0% | $3,539-38.3% |
| Admin fee / account holder | $80 | $142-43.2% | $7,497-98.9% | $142-43.5% |