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, NA3 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $35,113 |
MELTON & MELTON LLP2 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $24,000 |
LPL FINANCIAL4+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$354 |
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 | $93,019 | $78,275+18.8% | $109,143-14.8% | $86,799+7.2% |
| Participation rate | 69.6% | 73.8%-4.2pp | 75.9%-6.3pp | 72.3%-2.7pp |
| Annual return | 14.08% | 19.14%-5.1pp | 25.75%-11.7pp | 97.91%-83.8pp |
| Employer contribution / active EE | $1,883 | $3,105-39.3% | $3,722-49.4% | $2,405-21.7% |
| Participant deferral / active EE | $6,053 | $3,641+66.3% | $4,653+30.1% | $4,131+46.5% |
| Admin fee / account holder | $79 | $198-60.4% | $6,752-98.8% | $170-53.7% |