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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $83,416 |
DILLINGHAM INSURANCE1+ years Service code 23 P.O. BOX 1669 · ENID, OK 73702 | Insurance services | $16,312 |
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 | $20,909 | $33,745-38.0% | $64,105-67.4% | $55,191-62.1% |
| Participation rate | 95.9% | 59.4%+36.5pp | 68.2%+27.7pp | 69.2%+26.7pp |
| Annual return | 1.08% | 4.95%-3.9pp | 791.24%-790.2pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,285 | $641+100.5% | $1,820-29.4% | $1,899-32.3% |
| Participant deferral / active EE | $3,382 | $1,929+75.3% | $2,822+19.8% | $3,046+11.0% |
| Admin fee / account holder | $100 | $94+5.6% | $4,499-97.8% | $91+9.7% |