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 7-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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA2+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $5,440 |
Service code 27 · EIN 95-3845382 | Advisory (Plan) | $5,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $121,943 | $123,793-1.5% | $177,821-31.4% | $79,858+52.7% |
| Participation rate | 98.7% | 84.7%+14.0pp | 87.7%+11.0pp | 69.6%+29.1pp |
| Annual return | 9.03% | 22.82%-13.8pp | 48.32%-39.3pp | 31.71%-22.7pp |
| Employer contribution / active EE | $3,059 | $4,095-25.3% | $5,918-48.3% | $2,471+23.8% |
| Participant deferral / active EE | $6,818 | $5,956+14.5% | $7,714-11.6% | $3,740+82.3% |
| Admin fee / account holder | $64 | $7,243-99.1% | $12,427-99.5% | $5,306-98.8% |