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 |
|---|---|---|
BANCFIRST8 years Service code 15 · EIN 73-1332918 | Recordkeeping | $36,768 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,469 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $146,381 | $102,317+43.1% | $146,958-0.4% | $80,856+81.0% |
| Participation rate | 92.4% | 75.8%+16.6pp | 82.2%+10.3pp | 67.6%+24.8pp |
| Annual return | 13.65% | 134.76%-121.1pp | 418.34%-404.7pp | 35.59%-21.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,091 | $6,644-8.3% | $8,070-24.5% | $4,296+41.8% |
| Admin fee / account holder | $430 | $7,941-94.6% | $12,998-96.7% | $6,918-93.8% |