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 10-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 Service code 19 · EIN 73-0780382 | Securities Custodian | $83,484 |
NFP RETIREMENT INC5 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $64,416 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,469 | $64,286-54.2% | $90,951-67.6% | $73,409-59.9% |
| Participation rate | 99.5% | 63.6%+35.9pp | 69.0%+30.5pp | 72.2%+27.3pp |
| Annual return | 13.86% | 21.45%-7.6pp | 134.60%-120.7pp | 59.29%-45.4pp |
| Employer contribution / active EE | $3,032 | $895+238.9% | $2,122+42.9% | $2,234+35.7% |
| Participant deferral / active EE | $1,196 | $2,453-51.2% | $3,373-64.5% | $3,805-68.6% |
| Admin fee / account holder | $109 | $287-62.2% | $5,959-98.2% | $158-31.2% |