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, NA1 year Service code 15 · EIN 73-0780382 | Recordkeeping | $4,822 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,148 | $138,347+17.2% | $184,203-12.0% | $80,856+100.5% |
| Participation rate | 97.8% | 83.9%+14.0pp | 86.8%+11.0pp | 67.6%+30.2pp |
| Annual return | 13.49% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.1pp |
| Employer contribution / active EE | $3,785 | $4,850-22.0% | $6,427-41.1% | $2,755+37.4% |
| Participant deferral / active EE | $10,400 | $7,071+47.1% | $9,131+13.9% | $4,296+142.1% |
| Admin fee / account holder | $37 | $10,483-99.6% | $13,901-99.7% | $6,918-99.5% |