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 |
|---|---|---|
MERITAGE PORTFOLIO MANAGEMENT1+ years Service code 26 7500 COLLEGE BLVD, SUITE 1212 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $9,492 |
BOKF, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $9,489 |
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 | $188,480 | $88,324+113.4% | $115,037+63.8% | $55,191+241.5% |
| Participation rate | 95.3% | 72.5%+22.8pp | 81.4%+13.9pp | 69.2%+26.1pp |
| Annual return | 0.47% | 6.30%-5.8pp | 26.14%-25.7pp | 10.78%-10.3pp |
| Employer contribution / active EE | $9,298 | $2,805+231.5% | $4,608+101.8% | $1,899+389.7% |
| Participant deferral / active EE | $7,726 | $5,042+53.2% | $6,026+28.2% | $3,046+153.6% |
| Admin fee / account holder | $48 | $105-54.1% | $8,175-99.4% | $91-46.7% |