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 |
|---|---|---|
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576 | Direct payment from the plan; Recordk... | $17,143 |
Filed as: BANK OF OKLAHOMA Service code 27 · EIN 73-0780382 | Advisory (Plan) | $15,488 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,821 | $102,317-63.0% | $146,958-74.3% | $80,856-53.2% |
| Participation rate | 93.5% | 75.8%+17.7pp | 82.2%+11.4pp | 67.6%+25.9pp |
| Annual return | 10.65% | 134.76%-124.1pp | 418.34%-407.7pp | 35.59%-24.9pp |
| Employer contribution / active EE | $1,862 | $3,713-49.9% | $4,933-62.3% | $2,755-32.4% |
| Participant deferral / active EE | $11,616 | $6,644+74.8% | $8,070+43.9% | $4,296+170.4% |
| Admin fee / account holder | $212 | $7,941-97.3% | $12,998-98.4% | $6,918-96.9% |