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 | $1,700 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,395 | $46,292+49.9% | $143,757-51.7% | $64,808+7.1% |
| Participation rate | 67.7% | 64.2%+3.5pp | 80.3%-12.6pp | 71.5%-3.7pp |
| Annual return | -15.35% | -10.05%-5.3pp | -0.04%-15.3pp | 32.82%-48.2pp |
| Employer contribution / active EE | $1,578 | $1,910-17.4% | $4,951-68.1% | $2,506-37.0% |
| Participant deferral / active EE | $3,764 | $2,646+42.3% | $5,637-33.2% | $4,310-12.7% |
| Admin fee / account holder | $6 | $154-96.3% | $14,673-100.0% | $188-97.0% |