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, NA2 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $41,128 |
MELTON & MELTON LLP1 year Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $23,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,125 |
LPL FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,663 | $91,517-10.8% | $101,248-19.3% | $73,409+11.2% |
| Participation rate | 66.1% | 73.8%-7.7pp | 75.8%-9.7pp | 72.2%-6.1pp |
| Annual return | 14.44% | 17.17%-2.7pp | 46.47%-32.0pp | 59.29%-44.8pp |
| Employer contribution / active EE | $1,412 | $2,877-50.9% | $3,660-61.4% | $2,234-36.8% |
| Participant deferral / active EE | $5,432 | $3,338+62.7% | $4,370+24.3% | $3,805+42.7% |
| Admin fee / account holder | $91 | $216-57.9% | $5,945-98.5% | $158-42.4% |