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 | $56,126 |
BANCFIRST10+ years Service code 25 · EIN 73-1332918 | Directed Trustee | $53,111 |
EMPLOYEE BENEFITS GROUP, LLC10+ 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.)
Annual investment return 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 | $111,306 | $100,923+10.3% | $150,045-25.8% | $74,304+49.8% |
| Participation rate | 85.3% | 70.1%+15.2pp | 82.3%+3.0pp | 60.3%+24.9pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,547 | $3,463-26.5% | $4,693-45.7% | $2,241+13.6% |
| Participant deferral / active EE | $4,739 | $6,709-29.4% | $7,997-40.7% | $3,767+25.8% |
| Admin fee / account holder | $621 | $2,767-77.6% | $13,435-95.4% | $2,969-79.1% |