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 |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $224,834 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $25,000 |
Employer contribution per participant 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 | $62,279 | $122,186-49.0% | $146,958-57.6% | $199,593-68.8% |
| Participation rate | 93.8% | 78.3%+15.5pp | 82.2%+11.6pp | 72.0%+21.8pp |
| Annual return | 14.39% | 30.56%-16.2pp | 418.34%-403.9pp | 34.25%-19.9pp |
| Employer contribution / active EE | $422 | $4,093-89.7% | $4,933-91.4% | $3,034-86.1% |
| Participant deferral / active EE | $5,425 | $8,502-36.2% | $8,070-32.8% | $5,087+6.7% |
| Admin fee / account holder | $120 | $179-32.7% | $12,998-99.1% | $269-55.2% |