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 LLP4 years Filed as: HOGAN TAYLOR Service code 10 · EIN 73-1413977 | Accounting | $14,500 |
BOKF, NA6+ years Filed as: BOKF NA Service code 15 · EIN 73-0780382 | Recordkeeping | $4,586 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,294 | $84,936+31.0% | $111,2970% | $79,386+40.2% |
| Participation rate | 90.2% | 75.9%+14.3pp | 77.3%+12.9pp | 70.7%+19.5pp |
| Annual return | 14.04% | 17.45%-3.4pp | 54.65%-40.6pp | 116.85%-102.8pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,731-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,506 | $3,888+15.9% | $4,487+0.4% | $4,046+11.4% |
| Admin fee / account holder | $174 | $537-67.7% | $7,964-97.8% | $626-72.3% |