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 OKLAHOMA10+ years Service code 15 · EIN 73-1577418 PO BOX 3627 · TULSA, OK 74101 | Recordkeeping | $139,339 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 51 P.O. BOX 952032 · SAINT LOUIS, MO 63195 | Investment Mgmt Fees | $13,500 |
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 | $125,554 | $89,588+40.1% | $136,007-7.7% | $77,643+61.7% |
| Participation rate | 89.4% | 74.3%+15.1pp | 76.5%+12.9pp | 70.6%+18.8pp |
| Annual return | 13.88% | 17.42%-3.5pp | 579.32%-565.4pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,016 | $3,491-42.2% | $4,217-52.2% | $2,726-26.0% |
| Participant deferral / active EE | $6,079 | $5,591+8.7% | $7,025-13.5% | $4,647+30.8% |
| Admin fee / account holder | $558 | $539+3.5% | $6,858-91.9% | $430+29.6% |