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 LLP2 years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $13,500 |
BOKF, NA4+ years Filed as: BOKF NA Service code 15 · EIN 73-0780382 | Recordkeeping | $4,946 |
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 | $85,531 | $65,376+30.8% | $87,100-1.8% | $65,185+31.2% |
| Participation rate | 91.3% | 75.3%+16.0pp | 76.9%+14.5pp | 70.2%+21.1pp |
| Annual return | 20.65% | 31.27%-10.6pp | 28.19%-7.5pp | 29.38%-8.7pp |
| Employer contribution / active EE | $1,327 | $1,822-27.2% | $2,521-47.4% | $2,177-39.0% |
| Participant deferral / active EE | $5,061 | $3,388+49.4% | $4,049+25.0% | $3,514+44.0% |
| Admin fee / account holder | $134 | $520-74.2% | $7,497-98.2% | $847-84.2% |