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, NA10+ years Service code 21 · EIN 73-0780382 | Bank Trustee | $79,522 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $16,590 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,003 | $55,472-54.9% | $155,567-83.9% | $74,546-66.5% |
| Participation rate | 99.5% | 61.9%+37.6pp | 78.2%+21.3pp | 67.2%+32.3pp |
| Annual return | 13.53% | 268.72%-255.2pp | 64.74%-51.2pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $1,328 | $2,269-41.5% | $4,674-71.6% | $2,624-49.4% |
| Participant deferral / active EE | $7,382 | $2,838+160.1% | $5,628+31.2% | $4,347+69.8% |
| Admin fee / account holder | $125 | $1,743-92.8% | $15,916-99.2% | $1,944-93.6% |