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 MANAGEMENT7+ years Service code 27 · EIN 71-0794602 | Advisory (Plan) | $13,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,203 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,483 | $84,936-52.3% | $111,297-63.6% | $79,386-49.0% |
| Participation rate | 87.3% | 75.9%+11.4pp | 77.3%+10.0pp | 70.7%+16.6pp |
| Annual return | 12.11% | 17.45%-5.3pp | 54.65%-42.5pp | 116.85%-104.7pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $2,332 | $3,888-40.0% | $4,487-48.0% | $4,046-42.4% |
| Admin fee / account holder | $81 | $537-85.0% | $7,964-99.0% | $626-87.1% |