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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $121,162 |
Service code 51 · EIN 27-1746834 21805 W FIELD PARKWAY, SUITE 300 · DEER PARK, IL 60010 | Investment Mgmt Fees | $32,000 |
CROWE LLP2 years Filed as: CROWE, LLP Service code 10 · EIN 73-1396387 P.O. BOX 7 · SOUTH BEND, IN 73702 | Accounting | $12,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,897 | $42,353-10.5% | $79,550-52.4% | $64,808-41.5% |
| Participation rate | 93.9% | 64.8%+29.2pp | 69.5%+24.5pp | 71.5%+22.5pp |
| Annual return | -17.81% | -12.24%-5.6pp | 0.16%-18.0pp | 32.82%-50.6pp |
| Employer contribution / active EE | $976 | $1,181-17.3% | $2,413-59.5% | $2,506-61.0% |
| Participant deferral / active EE | $5,166 | $3,170+63.0% | $3,985+29.6% | $4,310+19.9% |
| Admin fee / account holder | $190 | $160+19.4% | $6,832-97.2% | $188+1.4% |