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, NA8+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $111,793 |
LITGITSTIX LLC1 year Service code 99 · EIN 73-1620789 | Other Fees | $23,514 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,256 | $106,236-28.2% | $112,228-32.1% | $64,808+17.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -18.96% | -6.02%-12.9pp | 27.45%-46.4pp | 32.82%-51.8pp |
| Employer contribution / active EE | $3,304 | $3,166+4.3% | $3,635-9.1% | $2,506+31.8% |
| Participant deferral / active EE | $6,157 | $3,785+62.7% | $4,728+30.2% | $4,310+42.8% |
| Admin fee / account holder | $133 | $452-70.7% | $6,410-97.9% | $188-29.4% |