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 |
|---|---|---|
CAPITAL ADVISORS INC4+ years Filed as: CAPITAL ADVISORS, INC. Service code 26 2200 SOUTH UTICA PLACE, SUITE 150 · TULSA, OK 74114 | Advisory (Participants) | $30,928 |
BOKF, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OH 74172 | Securities Custodian | $6,639 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 26 2431 E 61ST ST · TULSA, OK 74136 | Advisory (Participants) | $5,133 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $302,904 | $73,102+314.4% | $123,544+145.2% | $56,287+438.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.61% | 3.01%-7.6pp | 119.20%-123.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $7,792 | $2,977+161.7% | $4,628+68.4% | $2,111+269.1% |
| Participant deferral / active EE | $10,072 | $5,423+85.7% | $6,426+56.8% | $3,350+200.7% |
| Admin fee / account holder | $283 | $554-48.9% | $9,284-97.0% | $521-45.7% |