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, NA5 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $7,137 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $659,974 | $136,307+384.2% | $177,821+271.1% | $73,488+798.1% |
| Participation rate | 0.0% | 86.1%-86.1pp | 87.7%-87.7pp | 70.7%-70.7pp |
| Annual return | 8.19% | 18.68%-10.5pp | 48.32%-40.1pp | 28.51%-20.3pp |
| Employer contribution / active EE | $2,802 | $3,712-24.5% | $5,918-52.7% | $2,270+23.4% |
| Participant deferral / active EE | $6,979 | $5,829+19.7% | $7,714-9.5% | $3,740+86.6% |
| Admin fee / account holder | $297 | $596-50.1% | $12,427-97.6% | $513-42.0% |