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 MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS Service code 27 60 S 6TH ST · MINNEAPOLIS, MN 55402 | Advisory (Plan) | $40,000 |
Filed as: EMPOWER ANNUITY INSURANCE CO Service code 13 · EIN 84-0467907 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $38,930 |
COX, CASTLE & NICHOLSON2 years Filed as: COX HOLSTED & DIMICK PLLC Service code 13 3717 NW 63RD ST, STE 100 · OKLAHOMA CITY, OK 73116 | Contract Administrator | $28,908 |
MORROW & CO., LLC1 year Filed as: MORROW & CO LLC CPAS Service code 10 · EIN 48-1142797 10500 E BERKELEY SQ PKWY · WICHITA, KS 67206 | Accounting | $16,250 |
MCAFEE & TAFT9 years Service code 29 · EIN 73-0781676 211 N ROBINSON 10TH FL · OKLAHOMA CITY, OK 73102 | Legal | $12,667 |
IMA WEALTH INC2 years Filed as: IMA SELECT LLC Service code 23 · EIN 26-3811485 PO BOX 2996 · WICHITA, KS 67201 | Direct payment from the plan; Other i... | $8,543 |
Filed as: BRUCE KLEIN Service code 29 222 NW 13TH ST · OKLAHOMA CITY, OK 73103 | Legal | $8,088 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,100 | $61,058+36.1% | $71,209+16.7% | $85,563-2.9% |
| Participation rate | 100.0% | 58.6%+41.4pp | 73.8%+26.2pp | 66.0%+34.0pp |
| Annual return | 11.52% | 100.41%-88.9pp | 282.51%-271.0pp | 31.51%-20.0pp |
| Employer contribution / active EE | $4,629 | $2,199+110.6% | $2,721+70.1% | $2,654+74.5% |
| Participant deferral / active EE | $955 | $3,173-69.9% | $4,175-77.1% | $4,375-78.2% |
| Admin fee / account holder | $341 | $855-60.1% | $5,349-93.6% | $834-59.2% |