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 ADVISORS4 years Service code 26 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Participants) | $36,626 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,386 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,131 | $84,487-30.0% | $125,339-52.8% | $66,914-11.6% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.3pp | 69.8%+20.9pp |
| Annual return | -15.11% | -8.39%-6.7pp | 572.05%-587.2pp | 1.58%-16.7pp |
| Employer contribution / active EE | $2,574 | $3,553-27.5% | $4,814-46.5% | $2,544+1.2% |
| Participant deferral / active EE | $4,896 | $6,781-27.8% | $7,446-34.3% | $4,237+15.6% |
| Admin fee / account holder | $363 | $685-47.0% | $10,010-96.4% | $593-38.7% |