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 OKLAHOMA9+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $115,552 |
LOCKTON INVESTMENT ADVISORS, LLC9+ years Service code 51 | Investment Mgmt Fees | $22,500 |
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 | $120,630 | $82,978+45.4% | $130,231-7.4% | $74,419+62.1% |
| Participation rate | 90.7% | 73.7%+17.0pp | 76.3%+14.4pp | 70.7%+20.0pp |
| Annual return | 18.35% | 123.05%-104.7pp | 38.77%-20.4pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,112 | $3,391-37.7% | $4,126-48.8% | $2,637-19.9% |
| Participant deferral / active EE | $6,059 | $5,370+12.8% | $6,799-10.9% | $4,528+33.8% |
| Admin fee / account holder | $483 | $354+36.4% | $6,020-92.0% | $348+38.8% |