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, NA1 year Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $24,270 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,174 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,754 | $123,793-59.8% | $177,821-72.0% | $79,858-37.7% |
| Participation rate | 71.1% | 84.7%-13.5pp | 87.7%-16.6pp | 69.6%+1.5pp |
| Annual return | 31.54% | 22.82%+8.7pp | 48.32%-16.8pp | 31.71%-0.2pp |
| Employer contribution / active EE | $2,605 | $4,095-36.4% | $5,918-56.0% | $2,471+5.5% |
| Participant deferral / active EE | $5,458 | $5,956-8.4% | $7,714-29.2% | $3,740+45.9% |
| Admin fee / account holder | $270 | $7,243-96.3% | $12,427-97.8% | $5,306-94.9% |