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 Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $10,590 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $93,168 | $94,529-1.4% | $140,016-33.5% | $64,186+45.2% |
| Participation rate | 95.8% | 84.1%+11.7pp | 87.5%+8.3pp | 69.6%+26.2pp |
| Annual return | -4.92% | 7.77%-12.7pp | 651.12%-656.0pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,724 | $3,812-28.6% | $5,606-51.4% | $2,381+14.4% |
| Participant deferral / active EE | $6,772 | $5,250+29.0% | $6,927-2.2% | $3,470+95.2% |
| Admin fee / account holder | $88 | $6,741-98.7% | $10,705-99.2% | $4,888-98.2% |