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 | $3,100 |
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST # 500 · OKLAHOMA CITY, OK 73116 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $77,700 | $62,928+23.5% | $172,739-55.0% | $67,579+15.0% |
| Participation rate | 68.4% | 64.5%+3.9pp | 82.6%-14.3pp | 71.3%-2.9pp |
| Annual return | 25.08% | 30.36%-5.3pp | 802.84%-777.8pp | 378.56%-353.5pp |
| Employer contribution / active EE | $1,613 | $1,636-1.4% | $5,143-68.6% | $2,148-24.9% |
| Participant deferral / active EE | $3,345 | $2,145+56.0% | $5,198-35.6% | $3,539-5.5% |
| Admin fee / account holder | $10 | $167-93.8% | $13,954-99.9% | $142-92.7% |