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 |
|---|---|---|
Filed as: TRUST COMPANY OF OKLAHOMA Service code 15 · EIN 73-1577418 | Recordkeeping | $152,790 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,115 | $88,890-66.1% | $102,423-70.6% | $77,643-61.2% |
| Participation rate | 98.2% | 80.9%+17.3pp | 76.5%+21.7pp | 70.6%+27.6pp |
| Annual return | 15.23% | 24.98%-9.8pp | 29.32%-14.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $1,327 | $2,698-50.8% | $3,023-56.1% | $2,726-51.3% |
| Participant deferral / active EE | $1,963 | $5,145-61.8% | $5,053-61.1% | $4,647-57.8% |
| Admin fee / account holder | $186 | $235-20.9% | $9,451-98.0% | $430-56.8% |