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, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $103,913 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $32,000 |
CROWE LLP1 year Filed as: CROWE, LLP Service code 10 · EIN 73-1396387 P.O. BOX 7 · SOUTH BEND, IN 73702 | Accounting | $14,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,412 | $50,956-14.8% | $96,562-55.0% | $86,799-50.0% |
| Participation rate | 91.5% | 65.2%+26.3pp | 69.8%+21.7pp | 72.3%+19.3pp |
| Annual return | 15.13% | 21.27%-6.1pp | 37.78%-22.7pp | 97.91%-82.8pp |
| Employer contribution / active EE | $830 | $1,111-25.2% | $2,356-64.8% | $2,405-65.5% |
| Participant deferral / active EE | $4,906 | $2,954+66.1% | $3,849+27.5% | $4,131+18.8% |
| Admin fee / account holder | $175 | $166+5.6% | $6,181-97.2% | $170+3.4% |