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 & CO3+ years Service code 55 320 S BOSTON AVE STE 825 · TULSA, OK 74103 | Other Commissions | $7,360 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $43,244 | $80,753-46.4% | $136,294-68.3% | $62,292-30.6% |
| Participation rate | 38.8% | 73.5%-34.7pp | 81.9%-43.1pp | 69.5%-30.7pp |
| Annual return | 19.38% | 35.83%-16.4pp | 5155.94%-5136.6pp | 28.90%-9.5pp |
| Employer contribution / active EE | $396 | $2,884-86.3% | $4,695-91.6% | $2,042-80.6% |
| Participant deferral / active EE | $2,473 | $5,164-52.1% | $6,247-60.4% | $3,169-22.0% |
| Admin fee / account holder | $14 | $525-97.3% | $9,243-99.8% | $479-97.0% |