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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.2+ years Service code 19 · EIN 94-1737782 | Securities Custodian | $555 |
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MGMT., INC. Service code 15 · EIN 74-2009441 | Recordkeeping | $337 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $38,619 | $58,828-34.4% | $77,999-50.5% | $62,891-38.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 13.80% | 17.16%-3.4pp | 425.96%-412.2pp | 20.14%-6.3pp |
| Employer contribution / active EE | $2,655 | $1,672+58.8% | $2,470+7.5% | $2,281+16.4% |
| Participant deferral / active EE | $4,721 | $2,686+75.8% | $3,497+35.0% | $3,203+47.4% |
| Admin fee / account holder | $57 | $4,393-98.7% | $5,480-99.0% | $4,296-98.7% |