Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INC6 years Service code 27 · EIN 13-2624428 | Advisory (Plan) | $10,283 |
JPMORGAN INVEST HOLDINGS LLC6 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $9,858 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,100 | $85,515-59.0% | $112,040-68.7% | $67,986-48.4% |
| Participation rate | 70.9% | 68.2%+2.7pp | 76.5%-5.6pp | 57.2%+13.7pp |
| Annual return | 15.82% | 29.68%-13.9pp | 24.52%-8.7pp | 31.67%-15.8pp |
| Employer contribution / active EE | $140 | $2,191-93.6% | $2,954-95.3% | $2,019-93.1% |
| Participant deferral / active EE | $1,452 | $4,014-63.8% | $5,098-71.5% | $3,358-56.8% |
| Admin fee / account holder | $150 | $3,774-96.0% | $12,098-98.8% | $3,203-95.3% |