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 |
|---|---|---|
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $46,685 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $31,670 |
COX, CASTLE & NICHOLSON1 year Filed as: COX HOLSTED & DIMICK PLLC Service code 13 3717 NW 63RD ST, STE 100 · OKLAHOMA CITY, OK 73116 | Contract Administrator | $26,034 |
MCAFEE & TAFT8 years Service code 29 · EIN 73-0781676 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $11,993 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG 4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $10,360 |
IMA WEALTH INC1 year Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 PO BOX 2996 · WICHITA, KS 67201 | Other insurance fees and expenses; Di... | $7,807 |
Filed as: BRYAN, LITTLE, HAYLEY & KENT PC Service code 10 · EIN 73-0941849 412 E 5TH ST · BARTLESVILLE, OK 74003 | Accounting | $3,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,913 | $65,908+19.7% | $81,812-3.5% | $77,643+1.6% |
| Participation rate | 100.0% | 65.8%+34.2pp | 72.3%+27.7pp | 70.6%+29.4pp |
| Annual return | 12.18% | 26.64%-14.5pp | 773.79%-761.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,603 | $2,370+94.2% | $2,912+58.1% | $2,726+68.9% |
| Participant deferral / active EE | $825 | $3,505-76.5% | $4,319-80.9% | $4,647-82.3% |
| Admin fee / account holder | $324 | $526-38.4% | $7,386-95.6% | $430-24.7% |