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 LLP Service code 10 · EIN 73-1413977 2222 S UTICA PL #200 · TULSA, OK 74114 | Accounting | $18,900 |
BOKF, NA2 years Filed as: BOKF, N.A. Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $2,578 |
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 | $132,755 | $87,870+51.1% | $113,168+17.3% | $74,304+78.7% |
| Participation rate | 84.0% | 70.7%+13.2pp | 76.6%+7.4pp | 60.3%+23.6pp |
| Annual return | 15.54% | 26.44%-10.9pp | 24.27%-8.7pp | 29.43%-13.9pp |
| Employer contribution / active EE | $1,564 | $2,277-31.3% | $2,975-47.4% | $2,241-30.2% |
| Participant deferral / active EE | $5,782 | $4,241+36.3% | $5,107+13.2% | $3,767+53.5% |
| Admin fee / account holder | $173 | $3,368-94.9% | $12,068-98.6% | $2,969-94.2% |