See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: ARGENT RETIREMENT PLAN ADVISORS LL Service code 27 621 N ROBINSON STE 100 · OKLAHOMA CITY, OK 73102 | Advisory (Plan) | $28,857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,615 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $28,231 | $44,764-36.9% | $68,791-59.0% | $64,808-56.4% |
| Participation rate | 37.3% | 64.8%-27.4pp | 69.0%-31.7pp | 71.5%-34.1pp |
| Annual return | -17.59% | -10.91%-6.7pp | -6.38%-11.2pp | 32.82%-50.4pp |
| Employer contribution / active EE | $403 | $1,775-77.3% | $2,655-84.8% | $2,506-83.9% |
| Participant deferral / active EE | $1,437 | $3,238-55.6% | $3,941-63.5% | $4,310-66.7% |
| Admin fee / account holder | $246 | $151+62.6% | $4,932-95.0% | $188+31.0% |