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, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $9,647 |
CHARLES SCHWAB & CO., INC.4 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 | $115,406 | $98,982+16.6% | $162,163-28.8% | $65,185+77.0% |
| Participation rate | 93.3% | 85.8%+7.5pp | 87.6%+5.7pp | 70.2%+23.1pp |
| Annual return | 25.73% | 24.84%+0.9pp | 115.59%-89.9pp | 29.38%-3.7pp |
| Employer contribution / active EE | $2,628 | $3,467-24.2% | $5,614-53.2% | $2,177+20.7% |
| Participant deferral / active EE | $6,347 | $5,384+17.9% | $7,298-13.0% | $3,514+80.6% |
| Admin fee / account holder | $78 | $596-86.8% | $10,843-99.3% | $847-90.7% |