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 INC3 years Filed as: OK 401K INC. Service code 99 · EIN 20-0060490 | Other Fees | $21,423 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,306 |
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 | $21,653 | $55,636-61.1% | $81,983-73.6% | $73,488-70.5% |
| Participation rate | 86.4% | 62.3%+24.1pp | 69.2%+17.2pp | 70.7%+15.7pp |
| Annual return | 9.08% | 19.07%-10.0pp | 41.31%-32.2pp | 28.51%-19.4pp |
| Employer contribution / active EE | $5,004 | $1,625+208.0% | $2,498+100.3% | $2,270+120.4% |
| Participant deferral / active EE | $1,227 | $2,762-55.6% | $3,722-67.0% | $3,740-67.2% |
| Admin fee / account holder | $37 | $493-92.6% | $5,664-99.4% | $513-92.9% |