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 INC6+ years Filed as: CAPITAL ADVISORS, INC. Service code 26 2200 SOUTH UTICA PLACE, SUITE 150 · TULSA, OK 74114 | Advisory (Participants) | $30,109 |
BOKF, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OH 74172 | Securities Custodian | $7,429 |
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 | $369,883 | $99,957+270.0% | $149,696+147.1% | $73,488+403.3% |
| Participation rate | 99.3% | 75.7%+23.6pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 13.81% | 53.87%-40.1pp | 276.60%-262.8pp | 28.51%-14.7pp |
| Employer contribution / active EE | $8,183 | $3,191+156.4% | $4,644+76.2% | $2,270+260.5% |
| Participant deferral / active EE | $10,602 | $6,073+74.6% | $6,842+55.0% | $3,740+183.5% |
| Admin fee / account holder | $221 | $551-59.8% | $9,309-97.6% | $513-56.8% |