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 | $1,687 |
Filed as: T S PHILLIPS INVESTMENTS INC Service code 61 3401 NW 63RD ST STE 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.
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 | $79,862 | $52,293+52.7% | $178,490-55.3% | $73,409+8.8% |
| Participation rate | 67.7% | 65.3%+2.3pp | 81.9%-14.3pp | 72.2%-4.5pp |
| Annual return | 11.90% | 34.75%-22.8pp | 151.07%-139.2pp | 59.29%-47.4pp |
| Employer contribution / active EE | $1,703 | $1,735-1.9% | $5,011-66.0% | $2,234-23.8% |
| Participant deferral / active EE | $3,174 | $2,332+36.1% | $5,202-39.0% | $3,805-16.6% |
| Admin fee / account holder | $6 | $127-95.7% | $13,984-100.0% | $158-96.5% |