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 |
|---|---|---|
BOKF, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $28,808 |
HOGANTAYLOR LLP3+ years Filed as: HOGAN TAYLOR, LLP Service code 10 2222 SOUTH UTICA PL, SUITE 200 · TULSA, OK 74114 | Accounting | $11,325 |
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 | $31,773 | $50,637-37.3% | $86,590-63.3% | $62,292-49.0% |
| Participation rate | 79.7% | 67.9%+11.8pp | 73.5%+6.2pp | 69.5%+10.2pp |
| Annual return | 16.59% | 20.80%-4.2pp | 964.84%-948.3pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,575 | $2,075-24.1% | $2,839-44.5% | $2,042-22.9% |
| Participant deferral / active EE | $2,557 | $2,611-2.1% | $3,609-29.1% | $3,169-19.3% |
| Admin fee / account holder | $292 | $413-29.3% | $4,906-94.0% | $479-39.0% |