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 |
|---|---|---|
BANCFIRST6+ years Service code 25 · EIN 73-1332918 | Directed Trustee | $44,602 |
Filed as: GREAT-WEST LIFE & ANNUITY INS. CO. Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $43,964 |
EMPLOYEE BENEFITS GROUP, LLC6+ years Service code 13 · EIN 73-1554797 | Contract Administrator | $10,000 |
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 | $86,819 | $104,475-16.9% | $159,436-45.5% | $79,386+9.4% |
| Participation rate | 89.7% | 76.6%+13.1pp | 82.8%+6.9pp | 70.7%+19.0pp |
| Annual return | 19.49% | 67.95%-48.5pp | 263.57%-244.1pp | 116.85%-97.4pp |
| Employer contribution / active EE | $2,271 | $3,417-33.5% | $4,829-53.0% | $2,427-6.5% |
| Participant deferral / active EE | $4,098 | $6,467-36.6% | $7,352-44.3% | $4,046+1.3% |
| Admin fee / account holder | $453 | $711-36.3% | $10,799-95.8% | $626-27.7% |