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 ADVISORS6 years Service code 26 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Participants) | $35,233 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,756 |
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 | $89,199 | $101,317-12.0% | $146,958-39.3% | $74,495+19.7% |
| Participation rate | 94.2% | 75.5%+18.7pp | 82.2%+12.1pp | 67.2%+27.0pp |
| Annual return | 14.67% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $2,797 | $3,810-26.6% | $4,933-43.3% | $2,623+6.6% |
| Participant deferral / active EE | $5,528 | $7,303-24.3% | $8,070-31.5% | $4,346+27.2% |
| Admin fee / account holder | $396 | $1,739-77.2% | $12,998-97.0% | $1,942-79.6% |