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, NA9 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $55,208 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,212 | $155,364-81.8% | $103,464-72.7% | $77,671-63.7% |
| Participation rate | 57.7% | 85.5%-27.8pp | 80.5%-22.9pp | 70.6%-12.9pp |
| Annual return | 15.96% | 19.02%-3.1pp | 23.91%-8.0pp | 31.21%-15.3pp |
| Employer contribution / active EE | $2,837 | $5,949-52.3% | $4,677-39.3% | $2,726+4.1% |
| Participant deferral / active EE | $4,654 | $8,482-45.1% | $6,624-29.7% | $4,648+0.1% |
| Admin fee / account holder | $38 | $503-92.4% | $9,410-99.6% | $430-91.1% |