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, NA6 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $63,956 |
LPL FINANCIAL7+ 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 | -$17,376 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,496 | $241,101-63.3% | $103,333-14.4% | $199,593-55.7% |
| Participation rate | 38.7% | 78.3%-39.6pp | 74.5%-35.8pp | 72.0%-33.3pp |
| Annual return | 25.01% | 17.80%+7.2pp | 24.88%+0.1pp | 34.25%-9.2pp |
| Employer contribution / active EE | $1,467 | $4,244-65.4% | $3,868-62.1% | $3,034-51.7% |
| Participant deferral / active EE | $3,417 | $3,958-13.7% | $5,057-32.4% | $5,087-32.8% |
| Admin fee / account holder | $78 | $288-73.0% | $8,355-99.1% | $269-71.2% |