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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $51,258 |
BANCFIRST9+ years Service code 25 · EIN 73-1332918 | Directed Trustee | $49,697 |
EMPLOYEE BENEFITS GROUP, LLC9+ 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 | $105,324 | $101,317+4.0% | $146,958-28.3% | $74,495+41.4% |
| Participation rate | 77.5% | 75.5%+1.9pp | 82.2%-4.7pp | 67.2%+10.3pp |
| Annual return | 14.34% | 8730.91%-8716.6pp | 418.34%-404.0pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $2,169 | $3,810-43.1% | $4,933-56.0% | $2,623-17.3% |
| Participant deferral / active EE | $4,255 | $7,303-41.7% | $8,070-47.3% | $4,346-2.1% |
| Admin fee / account holder | $586 | $1,739-66.3% | $12,998-95.5% | $1,942-69.8% |