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 |
|---|---|---|
WEALTH MANAGEMENT ADVISORS2 years Service code 26 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Participants) | $29,481 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,195 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,097 | $99,957-35.9% | $149,696-57.2% | $73,488-12.8% |
| Participation rate | 88.0% | 75.7%+12.3pp | 82.5%+5.6pp | 70.7%+17.3pp |
| Annual return | 9.71% | 53.87%-44.2pp | 276.60%-266.9pp | 28.51%-18.8pp |
| Employer contribution / active EE | $2,000 | $3,191-37.3% | $4,644-56.9% | $2,270-11.9% |
| Participant deferral / active EE | $4,389 | $6,073-27.7% | $6,842-35.9% | $3,740+17.4% |
| Admin fee / account holder | $333 | $551-39.6% | $9,309-96.4% | $513-35.1% |