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, LLC2 years Service code 10 · EIN 26-3723532 13838 QUAIL POINTE DRIVE, SUITE B · OKLAHOMA CITY, OK 73134 | Accounting | $15,623 |
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 | $30,054 | $42,396-29.1% | $67,313-55.4% | $56,287-46.6% |
| Participation rate | 64.0% | 61.0%+3.0pp | 69.1%-5.1pp | 69.9%-5.9pp |
| Annual return | -5.92% | -36.63%+30.7pp | -4.08%-1.8pp | -9.96%+4.0pp |
| Employer contribution / active EE | $623 | $1,414-55.9% | $2,566-75.7% | $2,111-70.5% |
| Participant deferral / active EE | $2,053 | $2,360-13.0% | $3,568-42.5% | $3,350-38.7% |
| Admin fee / account holder | $90 | $510-82.4% | $4,507-98.0% | $521-82.8% |