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, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $129,190 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,973 |
BOKF, NA1 year Service code 21 · EIN 73-0780382 | Bank Trustee | $1,800 |
Service code 33 · EIN 94-1737782 | Securities brokerage | $58 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,663 | $106,236-28.8% | $112,228-32.6% | $64,808+16.7% |
| Participation rate | 87.1% | 71.7%+15.4pp | 75.1%+12.0pp | 71.5%+15.6pp |
| Annual return | -18.65% | -6.02%-12.6pp | 27.45%-46.1pp | 32.82%-51.5pp |
| Employer contribution / active EE | $2,462 | $3,166-22.2% | $3,635-32.3% | $2,506-1.8% |
| Participant deferral / active EE | $7,062 | $3,785+86.6% | $4,728+49.4% | $4,310+63.8% |
| Admin fee / account holder | $254 | $452-43.7% | $6,410-96.0% | $188+35.5% |