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 PO BOX 2300 · TULSA, OK 74192 | Securities Custodian | $61,914 |
COHNREZNICK LLP1 year Service code 10 · EIN 33-4144829 | Accounting | $14,700 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,911 | $129,021-43.5% | $184,203-60.4% | $77,643-6.1% |
| Participation rate | 91.9% | 87.3%+4.6pp | 86.8%+5.1pp | 70.6%+21.4pp |
| Annual return | 17.07% | 33.27%-16.2pp | 28.81%-11.7pp | 31.24%-14.2pp |
| Employer contribution / active EE | $501 | $4,413-88.6% | $6,427-92.2% | $2,726-81.6% |
| Participant deferral / active EE | $6,969 | $7,297-4.5% | $9,131-23.7% | $4,647+50.0% |
| Admin fee / account holder | $227 | $254-10.4% | $13,901-98.4% | $430-47.2% |