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, NA6 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $14,853 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,388 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,012 | $137,414+0.4% | $189,513-27.2% | $85,850+60.8% |
| Participation rate | 91.8% | 84.6%+7.2pp | 87.8%+4.0pp | 69.3%+22.5pp |
| Annual return | 12.30% | 38.14%-25.8pp | 555.15%-542.8pp | 318.53%-306.2pp |
| Employer contribution / active EE | $3,070 | $4,344-29.3% | $6,162-50.2% | $2,565+19.7% |
| Participant deferral / active EE | $7,788 | $6,260+24.4% | $8,221-5.3% | $3,952+97.1% |
| Admin fee / account holder | $129 | $8,630-98.5% | $12,045-98.9% | $6,260-97.9% |