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 |
|---|---|---|
INVESTRUST2 years Service code 15 5100 N. CLASSEN BLVD. SUITE 620 · OKLAHOMA CITY, OK 73118 | Recordkeeping | $1,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,321 | $42,548-9.9% | $74,550-48.6% | $56,287-31.9% |
| Participation rate | 29.4% | 60.5%-31.0pp | 69.1%-39.7pp | 69.9%-40.4pp |
| Annual return | -4.27% | 12.40%-16.7pp | 32.53%-36.8pp | -9.96%+5.7pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,227 | $2,277-46.1% | $3,108-60.5% | $3,350-63.4% |
| Admin fee / account holder | $7 | $467-98.5% | $5,060-99.9% | $521-98.6% |