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, NA7 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $5,189 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $239 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,331 | $102,553+12.5% | $151,611-23.9% | $66,914+72.4% |
| Participation rate | 91.3% | 85.5%+5.8pp | 87.5%+3.8pp | 69.8%+21.5pp |
| Annual return | -13.54% | -10.82%-2.7pp | 3.33%-16.9pp | 1.58%-15.1pp |
| Employer contribution / active EE | $3,211 | $4,180-23.2% | $6,166-47.9% | $2,544+26.2% |
| Participant deferral / active EE | $8,213 | $6,641+23.7% | $8,363-1.8% | $4,237+93.8% |
| Admin fee / account holder | $41 | $630-93.5% | $11,616-99.6% | $593-93.1% |