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, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $2,700 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,606 | $60,349-27.7% | $74,183-41.2% | $62,891-30.7% |
| Participation rate | 96.2% | 72.7%+23.4pp | 76.6%+19.5pp | 69.3%+26.8pp |
| Annual return | 6.95% | 21.37%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $4,463 | $1,680+165.6% | $2,370+88.3% | $2,281+95.7% |
| Participant deferral / active EE | $5,709 | $2,856+99.9% | $3,550+60.8% | $3,203+78.2% |
| Admin fee / account holder | $32 | $4,261-99.3% | $5,586-99.4% | $4,296-99.3% |