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 |
|---|---|---|
BANCFIRST8+ years Service code 25 PO BOX 1468 · DUNCAN, OK 73534 | Directed Trustee | $75,000 |
MCAFEE & TAFT8+ 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 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant 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 | $214,913 | $64,612+232.6% | $86,436+148.6% | $64,808+231.6% |
| Participation rate | 99.1% | 81.5%+17.6pp | 80.3%+18.7pp | 71.5%+27.6pp |
| Annual return | -13.39% | 0.66%-14.0pp | 4394.89%-4408.3pp | 32.82%-46.2pp |
| Employer contribution / active EE | $9,077 | $2,744+230.8% | $3,769+140.9% | $2,506+262.3% |
| Participant deferral / active EE | $2,443 | $7,497-67.4% | $6,952-64.9% | $4,310-43.3% |
| Admin fee / account holder | $201 | $169+19.0% | $6,731-97.0% | $188+7.2% |