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 |
|---|---|---|
CAPITAL ADVISORS INC5+ years Filed as: CAPITAL ADVISORS, INC. Service code 26 2200 SOUTH UTICA PLACE, SUITE 150 · TULSA, OK 74114 | Advisory (Participants) | $30,403 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 26 2431 E 61ST ST · TULSA, OK 74136 | Advisory (Participants) | $7,044 |
BOKF, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OH 74172 | Securities Custodian | $2,603 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $336,556 | $89,652+275.4% | $141,162+138.4% | $65,185+416.3% |
| Participation rate | 98.5% | 74.7%+23.8pp | 82.5%+16.0pp | 70.2%+28.3pp |
| Annual return | 21.44% | 32.79%-11.4pp | 71.39%-50.0pp | 29.38%-7.9pp |
| Employer contribution / active EE | $7,713 | $3,065+151.7% | $4,735+62.9% | $2,177+254.4% |
| Participant deferral / active EE | $9,681 | $5,691+70.1% | $6,709+44.3% | $3,514+175.5% |
| Admin fee / account holder | $247 | $569-56.5% | $10,261-97.6% | $847-70.8% |