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 MANAGEMENT4+ years Service code 26 7500 COLLEGE BLVD, SUITE 1212 · OVERLAND PARK, KS 66210 | Advisory (Participants) | $12,963 |
BOKF, NA1 year Filed as: BOKF Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $10,554 |
Service code 33 · EIN 94-1737782 | Float revenue; Securities brokerage; ... | $1,694 |
Filed as: CHARLES SCHWAB BANK Service code 25 · EIN 42-1558009 | Directed Trustee | $0 |
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 | $209,400 | $75,388+177.8% | $123,544+69.5% | $55,725+275.8% |
| Participation rate | 97.4% | 75.7%+21.8pp | 82.3%+15.1pp | 70.9%+26.6pp |
| Annual return | -2.02% | 4.48%-6.5pp | 119.20%-121.2pp | 244.93%-247.0pp |
| Employer contribution / active EE | $10,614 | $3,063+246.5% | $4,628+129.4% | $2,078+410.7% |
| Participant deferral / active EE | $8,296 | $5,651+46.8% | $6,426+29.1% | $3,356+147.2% |
| Admin fee / account holder | $57 | $120-52.3% | $9,284-99.4% | $115-50.4% |