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, NA7+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $100,621 |
NFP RETIREMENT INC6 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $80,841 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,489 | $50,956-40.2% | $96,562-68.4% | $86,799-64.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 69.8%+30.2pp | 72.3%+27.7pp |
| Annual return | 12.07% | 21.27%-9.2pp | 37.78%-25.7pp | 97.91%-85.8pp |
| Employer contribution / active EE | $2,878 | $1,111+159.1% | $2,356+22.1% | $2,405+19.7% |
| Participant deferral / active EE | $1,238 | $2,954-58.1% | $3,849-67.8% | $4,131-70.0% |
| Admin fee / account holder | $125 | $166-24.9% | $6,181-98.0% | $170-26.4% |