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, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $9,975 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,234 | $55,416-88.7% | $75,972-91.8% | $77,643-92.0% |
| Participation rate | 79.7% | 63.6%+16.1pp | 69.1%+10.6pp | 70.6%+9.1pp |
| Annual return | 15.06% | 17.07%-2.0pp | 359.55%-344.5pp | 31.24%-16.2pp |
| Employer contribution / active EE | $0 | $1,788-100.0% | $2,685-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,965 | $3,447-43.0% | $4,255-53.8% | $4,647-57.7% |
| Admin fee / account holder | $19 | $414-95.4% | $6,467-99.7% | $430-95.6% |