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 |
|---|---|---|
AT RETIREMENT SERVICES, LLC4 years Service code 12 · EIN 83-3455979 | Direct payment from the plan; Custodi... | $37,250 |
BOKF, NA6 years Filed as: BOK FINANCIAL Service code 26 · EIN 73-0780382 | Advisory (Participants) | $5,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,169 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,239 | $54,193+44.4% | $93,606-16.4% | $77,643+0.8% |
| Participation rate | 15.4% | 63.9%-48.6pp | 68.7%-53.4pp | 70.6%-55.2pp |
| Annual return | 14.56% | 30.54%-16.0pp | 133.20%-118.6pp | 31.24%-16.7pp |
| Employer contribution / active EE | $409 | $1,168-65.0% | $2,420-83.1% | $2,726-85.0% |
| Participant deferral / active EE | $771 | $3,144-75.5% | $4,411-82.5% | $4,647-83.4% |
| Admin fee / account holder | $382 | $576-33.7% | $8,285-95.4% | $430-11.3% |