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 |
|---|---|---|
OK401K INC1 year Filed as: OK 401K INC. Service code 99 · EIN 20-0060490 | Other Fees | $19,140 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,850 |
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 | $19,616 | $42,396-53.7% | $67,313-70.9% | $56,287-65.1% |
| Participation rate | 91.0% | 61.0%+30.0pp | 69.1%+21.9pp | 69.9%+21.1pp |
| Annual return | -4.20% | -36.63%+32.4pp | -4.08%-0.1pp | -9.96%+5.8pp |
| Employer contribution / active EE | $4,210 | $1,414+197.8% | $2,566+64.1% | $2,111+99.4% |
| Participant deferral / active EE | $985 | $2,360-58.2% | $3,568-72.4% | $3,350-70.6% |
| Admin fee / account holder | $53 | $510-89.6% | $4,507-98.8% | $521-89.8% |