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, NA1 year Filed as: BOKF, N.A. Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $19,011 |
HOGANTAYLOR LLP1 year Filed as: HOGAN TAYLOR LLP Service code 10 · EIN 73-1413977 2222 S UTICA PL #200 · TULSA, OK 74114 | Accounting | $17,800 |
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 | $109,711 | $79,171+38.6% | $102,423+7.1% | $74,495+47.3% |
| Participation rate | 84.6% | 74.8%+9.8pp | 76.5%+8.1pp | 67.2%+17.4pp |
| Annual return | 12.16% | 54.93%-42.8pp | 29.32%-17.2pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,505 | $2,362-36.3% | $3,023-50.2% | $2,623-42.6% |
| Participant deferral / active EE | $5,476 | $4,415+24.0% | $5,053+8.4% | $4,346+26.0% |
| Admin fee / account holder | $152 | $2,001-92.4% | $9,451-98.4% | $1,942-92.2% |