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: OK401K, INC Service code 99 · EIN 20-0060490 | Other Fees | $17,173 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $16,658 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,346 | $63,442-80.5% | $68,791-82.1% | $66,914-81.5% |
| Participation rate | 84.1% | 60.0%+24.1pp | 69.0%+15.1pp | 69.8%+14.3pp |
| Annual return | -12.40% | -8.29%-4.1pp | -6.38%-6.0pp | 1.58%-14.0pp |
| Employer contribution / active EE | $5,113 | $1,775+188.1% | $2,655+92.6% | $2,544+101.0% |
| Participant deferral / active EE | $1,417 | $2,945-51.9% | $3,941-64.0% | $4,237-66.6% |
| Admin fee / account holder | $47 | $577-91.8% | $4,932-99.0% | $593-92.0% |