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, NA11+ years Service code 10 · EIN 73-0780382 | Accounting | $126,471 |
SOUTHARD FINANCIAL8 years Filed as: SOUTHARD FINANCIAL LLC Service code 34 5050 POPLAR AVE · MEMPHIS, TN 38157 | Valuation (appraisals, etc.) | $7,800 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,008 | $160,882-13.6% | $200,582-30.7% | $102,872+35.1% |
| Participation rate | 99.3% | 91.2%+8.1pp | 86.9%+12.4pp | 73.0%+26.2pp |
| Annual return | 12.33% | 18.15%-5.8pp | 42.33%-30.0pp | 19.06%-6.7pp |
| Employer contribution / active EE | $3,925 | $5,602-29.9% | $6,419-38.9% | $3,526+11.3% |
| Participant deferral / active EE | $8,241 | $9,300-11.4% | $9,331-11.7% | $5,535+48.9% |
| Admin fee / account holder | $41 | $125-66.8% | $16,305-99.7% | $292-85.8% |