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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA6+ years Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 6120 SOUTH YALE · TULSA, OK 74136 | Recordkeeping | $210,022 |
Filed as: PINNACLE INVESTMENT ADVISORS Service code 51 15 WEST 6TH STREET · TULSA, OK 74119 | Investment Mgmt Fees | $16,618 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $553,642 | $58,879+840.3% | $178,490+210.2% | $73,488+653.4% |
| Participation rate | 96.8% | 66.2%+30.6pp | 81.9%+14.9pp | 70.7%+26.1pp |
| Annual return | 15.60% | 24.86%-9.3pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $16,451 | $2,236+635.7% | $5,011+228.3% | $2,270+624.7% |
| Participant deferral / active EE | $11,945 | $2,567+365.3% | $5,202+129.6% | $3,740+219.4% |
| Admin fee / account holder | $1,276 | $400+218.7% | $13,984-90.9% | $513+148.7% |