See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
OK401K INC4 years Filed as: OK401K, INC Service code 99 · EIN 20-0060490 | Other Fees | $13,098 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $10,568 |
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 | $12,205 | $54,517-77.6% | $75,972-83.9% | $74,495-83.6% |
| Participation rate | 89.6% | 60.3%+29.2pp | 69.1%+20.5pp | 67.2%+22.4pp |
| Annual return | 10.92% | 31.82%-20.9pp | 359.55%-348.6pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $5,719 | $1,777+221.8% | $2,685+113.0% | $2,623+118.0% |
| Participant deferral / active EE | $1,828 | $3,066-40.4% | $4,255-57.0% | $4,346-57.9% |
| Admin fee / account holder | $34 | $2,229-98.5% | $6,467-99.5% | $1,942-98.2% |