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 |
|---|---|---|
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $44,174 |
BANCFIRST6 years Filed as: BANCFIRST TRUST & INVESTMENT MGMT Service code 27 · EIN 73-1332918 | Advisory (Plan) | $24,409 |
EMPLOYEE BENEFITS GROUP, LLC5 years Service code 13 · EIN 73-1554797 | Contract Administrator | $8,946 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,516 |
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 | $60,330 | $82,664-27.0% | $125,339-51.9% | $68,494-11.9% |
| Participation rate | 92.1% | 75.0%+17.1pp | 82.4%+9.7pp | 67.9%+24.2pp |
| Annual return | -17.93% | -5.97%-12.0pp | 572.05%-590.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $867 | $3,381-74.3% | $4,814-82.0% | $2,596-66.6% |
| Participant deferral / active EE | $4,897 | $6,110-19.9% | $7,446-34.2% | $4,027+21.6% |
| Admin fee / account holder | $602 | $6,275-90.4% | $10,010-94.0% | $5,403-88.9% |