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 ADVISORS5 years Service code 26 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Participants) | $33,437 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,481 |
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 | $77,698 | $91,407-15.0% | $135,903-42.8% | $71,457+8.7% |
| Participation rate | 81.6% | 75.7%+5.9pp | 81.9%-0.3pp | 67.9%+13.7pp |
| Annual return | 22.08% | 29.90%-7.8pp | 68.23%-46.2pp | 28.85%-6.8pp |
| Employer contribution / active EE | $2,618 | $3,703-29.3% | $4,856-46.1% | $2,588+1.2% |
| Participant deferral / active EE | $5,368 | $7,092-24.3% | $7,758-30.8% | $4,289+25.2% |
| Admin fee / account holder | $363 | $1,266-71.3% | $10,762-96.6% | $1,587-77.1% |