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 MANAGEMENT1 year Filed as: ARVEST WEALTH MANAGEMENT Service code 27 · EIN 71-0794602 | Advisory (Plan) | $12,407 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,501 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,018 | $65,435-48.0% | $86,677-60.8% | $66,914-49.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -16.09% | -10.89%-5.2pp | 35.91%-52.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $489 | $2,153-77.3% | $2,836-82.7% | $2,544-80.8% |
| Participant deferral / active EE | $2,860 | $4,100-30.3% | $4,656-38.6% | $4,237-32.5% |
| Admin fee / account holder | $78 | $642-87.8% | $7,493-99.0% | $593-86.8% |