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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $2,450 |
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST # 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $0 |
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 | $60,608 | $37,196+62.9% | $154,107-60.7% | $55,725+8.8% |
| Participation rate | 77.9% | 64.1%+13.8pp | 83.0%-5.2pp | 70.9%+7.0pp |
| Annual return | -2.58% | 1319.68%-1322.3pp | 735.12%-737.7pp | 244.93%-247.5pp |
| Employer contribution / active EE | $1,725 | $1,614+6.9% | $5,298-67.4% | $2,078-17.0% |
| Participant deferral / active EE | $3,416 | $2,068+65.2% | $5,081-32.8% | $3,356+1.8% |
| Admin fee / account holder | $8 | $102-92.0% | $13,411-99.9% | $115-93.0% |