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 17 3404 NW 135TH STREET · OKLAHOMA CITY, OK 73120 | Pension Consulting | $54,428 |
Service code 13 · EIN 41-0417830 | Contract Administrator | $21,266 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,150 | $47,722-55.7% | $82,719-74.4% | $64,808-67.4% |
| Participation rate | 86.3% | 67.6%+18.6pp | 72.6%+13.7pp | 71.5%+14.8pp |
| Annual return | -17.02% | -13.05%-4.0pp | 701.18%-718.2pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,104 | $2,179-3.4% | $3,009-30.1% | $2,506-16.0% |
| Participant deferral / active EE | $3,104 | $3,329-6.8% | $4,395-29.4% | $4,310-28.0% |
| Admin fee / account holder | $138 | $143-3.7% | $5,329-97.4% | $188-26.7% |