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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $87,619 |
BANCFIRST3+ years Service code 25 101 N. BROADWAY · OKLAHOMA CITY, OK 73102 | Directed Trustee | $82,351 |
MCAFEE & TAFT3+ years Service code 29 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $30,000 |
Service code 27 9108 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Advisory (Plan) | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,120 | $65,592+217.3% | $90,160+130.8% | $69,631+198.9% |
| Participation rate | 88.7% | 77.6%+11.1pp | 76.9%+11.8pp | 70.7%+18.0pp |
| Annual return | 12.78% | 57.10%-44.3pp | 34.88%-22.1pp | 27571.02%-27558.2pp |
| Employer contribution / active EE | $7,865 | $2,193+258.7% | $3,318+137.1% | $2,032+287.1% |
| Participant deferral / active EE | $1,637 | $5,257-68.9% | $5,288-69.0% | $3,224-49.2% |
| Admin fee / account holder | $389 | $86+353.5% | $5,943-93.5% | $110+251.8% |