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 9-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, NA4+ years Filed as: BOK FINANCIAL ASSET MGMT INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $17,494 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $1,546 |
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.)
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 | $21,605 | $67,703-68.1% | $127,761-83.1% | $65,185-66.9% |
| Participation rate | 26.0% | 74.5%-48.5pp | 79.0%-53.0pp | 70.2%-44.2pp |
| Annual return | 20.77% | 24.36%-3.6pp | 26.14%-5.4pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $3,724-100.0% | $4,574-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,218 | $4,787-74.6% | $6,021-79.8% | $3,514-65.3% |
| Admin fee / account holder | $515 | $618-16.8% | $9,395-94.5% | $847-39.3% |