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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $70,775 |
BOKF, NA7 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $57,428 |
MELTON & MELTON LLP6 years Filed as: MELTON & MELTON, LLP Service code 10 · EIN 74-1550819 | Accounting | $26,000 |
LPL FINANCIAL8+ 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,585 | $103,641-6.8% | $107,525-10.2% | $102,872-6.1% |
| Participation rate | 36.6% | 79.4%-42.8pp | 75.1%-38.5pp | 73.0%-36.4pp |
| Annual return | 17.33% | 13.08%+4.2pp | 181.32%-164.0pp | 19.06%-1.7pp |
| Employer contribution / active EE | $1,448 | $5,096-71.6% | $3,754-61.4% | $3,526-58.9% |
| Participant deferral / active EE | $3,378 | $3,789-10.8% | $5,116-34.0% | $5,535-39.0% |
| Admin fee / account holder | $155 | $276-43.7% | $8,919-98.3% | $292-46.8% |