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 |
|---|---|---|
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $13,500 |
BOKF, NA3+ years Filed as: BOKF NA Service code 15 · EIN 73-0780382 | Recordkeeping | $6,037 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $75,665 | $59,186+27.8% | $76,768-1.4% | $56,287+34.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 77.0%+13.0pp | 69.9%+20.1pp |
| Annual return | -5.58% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,466 | $3,255+6.5% | $3,852-10.0% | $3,350+3.5% |
| Admin fee / account holder | $160 | $489-67.3% | $6,675-97.6% | $521-69.3% |