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, NA8 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $10,791 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $1,582 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,601 | $125,758+15.0% | $169,993-14.9% | $75,163+92.4% |
| Participation rate | 93.6% | 83.6%+10.0pp | 87.0%+6.6pp | 67.2%+26.4pp |
| Annual return | 15.96% | 27.20%-11.2pp | 53.37%-37.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,541 | $4,615-23.3% | $6,785-47.8% | $2,670+32.6% |
| Participant deferral / active EE | $9,391 | $6,837+37.3% | $10,408-9.8% | $4,125+127.6% |
| Admin fee / account holder | $97 | $8,173-98.8% | $12,815-99.2% | $5,651-98.3% |