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 |
|---|---|---|
RETIREMENT, LLC1 year Service code 10 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Accounting | $5,696 |
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 | $37,565 | $46,297-18.9% | $71,671-47.6% | $62,292-39.7% |
| Participation rate | 59.2% | 60.6%-1.4pp | 68.7%-9.5pp | 69.5%-10.3pp |
| Annual return | 18.33% | 22.32%-4.0pp | 20.65%-2.3pp | 28.90%-10.6pp |
| Employer contribution / active EE | $735 | $1,412-47.9% | $2,460-70.1% | $2,042-64.0% |
| Participant deferral / active EE | $2,129 | $2,235-4.7% | $3,438-38.1% | $3,169-32.8% |
| Admin fee / account holder | $40 | $461-91.4% | $5,558-99.3% | $479-91.7% |