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, NA9+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $77,454 |
NFP RETIREMENT INC8 years Filed as: NFP RETIREMENT, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $77,435 |
Participant contribution per participant 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 | $28,251 | $53,165-46.9% | $86,188-67.2% | $74,419-62.0% |
| Participation rate | 82.3% | 64.9%+17.5pp | 69.0%+13.4pp | 70.7%+11.6pp |
| Annual return | 15.93% | 22.64%-6.7pp | 1168.45%-1152.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,129 | $1,210+158.6% | $2,380+31.5% | $2,637+18.6% |
| Participant deferral / active EE | $1,360 | $3,234-58.0% | $3,985-65.9% | $4,528-70.0% |
| Admin fee / account holder | $93 | $551-83.1% | $6,852-98.6% | $348-73.2% |