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 |
|---|---|---|
MINSHALL & CO1+ years Service code 55 2200 S UTICA PL STE 150 · TULSA, OK 74114 | Other Commissions | $8,133 |
Service code 37 · EIN 04-2647786 | Loan Processing | $669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,070 | $72,177-29.2% | $115,037-55.6% | $59,632-14.4% |
| Participation rate | 34.5% | 72.6%-38.0pp | 81.4%-46.8pp | 68.7%-34.1pp |
| Annual return | 0.46% | 12.02%-11.6pp | 26.14%-25.7pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $466 | $2,841-83.6% | $4,608-89.9% | $2,203-78.8% |
| Participant deferral / active EE | $4,980 | $4,783+4.1% | $6,026-17.4% | $3,192+56.0% |
| Admin fee / account holder | $10 | $4,927-99.8% | $8,175-99.9% | $4,297-99.8% |