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 |
|---|---|---|
TRISTAR PENSION LTD6 years Service code 13 9150 N MAY AVE STE A · OKLAHOMA CITY, OK 73120 | Contract Administrator | $26,727 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $1,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,348 | $103,024-19.1% | $112,040-25.6% | $79,634+4.7% |
| Participation rate | 36.1% | 80.6%-44.5pp | 76.5%-40.4pp | 62.5%-26.4pp |
| Annual return | 17.86% | 17.60%+0.3pp | 24.52%-6.7pp | 36.46%-18.6pp |
| Employer contribution / active EE | $1,984 | $3,015-34.2% | $2,954-32.8% | $2,529-21.6% |
| Participant deferral / active EE | $3,253 | $5,233-37.8% | $5,098-36.2% | $3,835-15.2% |
| Admin fee / account holder | $33 | $465-92.9% | $12,098-99.7% | $1,002-96.7% |