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, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $12,896 |
MERITAGE PORTFOLIO MANAGEMENT3+ years Service code 26 7500 COLLEGE BLVD, SUITE 1212 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $11,237 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $231,912 | $155,795+48.9% | $136,294+70.2% | $69,631+233.1% |
| Participation rate | 94.5% | 75.2%+19.2pp | 81.9%+12.5pp | 70.7%+23.8pp |
| Annual return | 20.47% | 232464.33%-232443.9pp | 5155.94%-5135.5pp | 27571.02%-27550.6pp |
| Employer contribution / active EE | $9,291 | $2,991+210.6% | $4,695+97.9% | $2,032+357.2% |
| Participant deferral / active EE | $7,709 | $5,394+42.9% | $6,247+23.4% | $3,224+139.1% |
| Admin fee / account holder | $47 | $128-63.3% | $9,243-99.5% | $110-57.3% |