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 |
|---|---|---|
BANCFIRST3 years Service code 99 PO BOX 1468 · DUNCAN, OK 73534 | Other Fees | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,757 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,330 | $79,700+117.5% | $153,432+13.0% | $74,546+132.5% |
| Participation rate | 97.2% | 69.8%+27.4pp | 77.1%+20.1pp | 67.2%+30.0pp |
| Annual return | 15.54% | 15.07%+0.5pp | 15.66%-0.1pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $9,300 | $4,016+131.6% | $5,038+84.6% | $2,624+254.4% |
| Participant deferral / active EE | $7,840 | $5,315+47.5% | $6,757+16.0% | $4,347+80.3% |
| Admin fee / account holder | $341 | $1,790-80.9% | $12,725-97.3% | $1,944-82.5% |