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 · EIN 73-0780382 | Securities Custodian | $33,692 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $18,015 | $46,173-61.0% | $170,442-89.4% | $69,631-74.1% |
| Participation rate | 96.8% | 63.9%+32.9pp | 83.6%+13.2pp | 70.7%+26.1pp |
| Annual return | 18.84% | 21.62%-2.8pp | 205.93%-187.1pp | 27571.02%-27552.2pp |
| Employer contribution / active EE | $546 | $1,610-66.1% | $5,433-89.9% | $2,032-73.1% |
| Participant deferral / active EE | $1,851 | $2,080-11.0% | $4,939-62.5% | $3,224-42.6% |
| Admin fee / account holder | $37 | $116-68.3% | $13,880-99.7% | $110-66.8% |