See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2 years Service code 15 · EIN 73-0780382 | Recordkeeping | $38,211 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,772 |
Service code 33 · EIN 94-1737782 | Securities brokerage; Direct payment ... | $112 |
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 | $50,133 | $132,049-62.0% | $200,582-75.0% | $74,304-32.5% |
| Participation rate | 73.1% | 84.1%-10.9pp | 86.9%-13.7pp | 60.3%+12.8pp |
| Annual return | 27.88% | 22.22%+5.7pp | 42.33%-14.5pp | 29.43%-1.6pp |
| Employer contribution / active EE | $3,470 | $4,558-23.9% | $6,419-45.9% | $2,241+54.8% |
| Participant deferral / active EE | $5,581 | $7,213-22.6% | $9,331-40.2% | $3,767+48.1% |
| Admin fee / account holder | $288 | $2,405-88.0% | $16,305-98.2% | $2,969-90.3% |