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 |
|---|---|---|
THE TRUST COMPANY OF OKLAHOMA7+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $100,447 |
LOCKTON INVESTMENT ADVISORS, LLC7+ years Service code 51 | Investment Mgmt Fees | $18,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,873 | $89,904+45.6% | $453,369-71.1% | $86,799+50.8% |
| Participation rate | 94.1% | 75.7%+18.3pp | 78.0%+16.1pp | 72.3%+21.8pp |
| Annual return | 16.07% | 19.72%-3.7pp | 64.40%-48.3pp | 97.91%-81.8pp |
| Employer contribution / active EE | $1,963 | $3,279-40.1% | $4,070-51.8% | $2,405-18.4% |
| Participant deferral / active EE | $5,501 | $5,114+7.6% | $6,209-11.4% | $4,131+33.2% |
| Admin fee / account holder | $468 | $156+200.2% | $11,209-95.8% | $170+175.7% |