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 INC2 years Filed as: OK 401K INC. Service code 99 · EIN 20-0060490 | Other Fees | $21,083 |
Service code 99 · EIN 71-0294708 | Other Fees | $10,400 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,717 | $47,922-50.5% | $75,886-68.7% | $65,185-63.6% |
| Participation rate | 83.2% | 63.0%+20.3pp | 69.3%+14.0pp | 70.2%+13.0pp |
| Annual return | 16.23% | 24.12%-7.9pp | 30.76%-14.5pp | 29.38%-13.2pp |
| Employer contribution / active EE | $3,899 | $1,557+150.4% | $2,500+55.9% | $2,177+79.1% |
| Participant deferral / active EE | $992 | $2,550-61.1% | $3,603-72.5% | $3,514-71.8% |
| Admin fee / account holder | $50 | $532-90.6% | $5,418-99.1% | $847-94.1% |