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 Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $294 |
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $0 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,388 | $72,404-62.2% | $110,238-75.2% | $64,186-57.3% |
| Participation rate | 87.0% | 73.3%+13.7pp | 79.8%+7.2pp | 69.6%+17.4pp |
| Annual return | -11.66% | -6.29%-5.4pp | 314.74%-326.4pp | 7.63%-19.3pp |
| Employer contribution / active EE | $1,965 | $2,282-13.9% | $3,826-48.6% | $2,381-17.5% |
| Participant deferral / active EE | $577 | $3,469-83.4% | $4,672-87.7% | $3,470-83.4% |
| Admin fee / account holder | $4 | $5,664-99.9% | $8,547-100.0% | $4,888-99.9% |