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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $10,519 |
MERITAGE PORTFOLIO MANAGEMENT2+ years Service code 26 7500 COLLEGE BLVD, SUITE 1212 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $9,844 |
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 | $212,741 | $80,177+165.3% | $123,892+71.7% | $57,658+269.0% |
| Participation rate | 90.9% | 74.4%+16.5pp | 81.4%+9.5pp | 70.2%+20.7pp |
| Annual return | 24.17% | 17.90%+6.3pp | 47.52%-23.3pp | 5.13%+19.0pp |
| Employer contribution / active EE | $8,591 | $2,913+195.0% | $4,617+86.1% | $1,974+335.3% |
| Participant deferral / active EE | $7,048 | $5,130+37.4% | $5,984+17.8% | $3,061+130.3% |
| Admin fee / account holder | $47 | $106-56.2% | $8,357-99.4% | $95-50.8% |