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 |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,875 |
BOKF, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $0 |
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 | $18,780 | $33,745-44.3% | $64,105-70.7% | $55,191-66.0% |
| Participation rate | 75.0% | 59.4%+15.6pp | 68.2%+6.8pp | 69.2%+5.8pp |
| Annual return | 8.71% | 4.95%+3.8pp | 791.24%-782.5pp | 10.78%-2.1pp |
| Employer contribution / active EE | $815 | $641+27.2% | $1,820-55.2% | $1,899-57.1% |
| Participant deferral / active EE | $1,940 | $1,929+0.5% | $2,822-31.2% | $3,046-36.3% |
| Admin fee / account holder | $17 | $94-82.2% | $4,499-99.6% | $91-81.5% |