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 LLP3 years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $14,000 |
BOKF, NA5+ years Filed as: BOKF NA Service code 15 · EIN 73-0780382 | Recordkeeping | $7,627 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $92,361 | $73,638+25.4% | $95,952-3.7% | $73,488+25.7% |
| Participation rate | 91.1% | 76.2%+14.9pp | 77.1%+14.0pp | 70.7%+20.4pp |
| Annual return | 10.82% | 16.78%-6.0pp | 91.61%-80.8pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,275 | $1,863-31.6% | $2,541-49.8% | $2,270-43.9% |
| Participant deferral / active EE | $4,653 | $3,617+28.7% | $4,167+11.7% | $3,740+24.4% |
| Admin fee / account holder | $188 | $482-61.0% | $6,795-97.2% | $513-63.3% |