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 8-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: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $30,561 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,104 |
MELTON & MELTON LLP1 year Service code 10 · EIN 74-1550819 | Accounting | $18,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$24,398 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,805 | $66,601+12.3% | $92,893-19.5% | $67,579+10.7% |
| Participation rate | 65.7% | 72.5%-6.8pp | 76.0%-10.3pp | 71.3%-5.6pp |
| Annual return | 21.27% | 92.58%-71.3pp | 109.41%-88.1pp | 378.56%-357.3pp |
| Employer contribution / active EE | $1,784 | $2,775-35.7% | $3,653-51.2% | $2,148-16.9% |
| Participant deferral / active EE | $5,394 | $3,157+70.9% | $4,236+27.3% | $3,539+52.4% |
| Admin fee / account holder | $65 | $199-67.3% | $5,794-98.9% | $142-54.2% |