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, NA2 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $21,128 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,201 |
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 | $165,643 | $64,909+155.2% | $82,313+101.2% | $62,292+165.9% |
| Participation rate | 81.0% | 74.9%+6.2pp | 76.9%+4.1pp | 69.5%+11.5pp |
| Annual return | 14.57% | 21.18%-6.6pp | 25.88%-11.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $1,403 | $1,676-16.3% | $2,428-42.2% | $2,042-31.3% |
| Participant deferral / active EE | $3,794 | $3,103+22.3% | $3,706+2.4% | $3,169+19.7% |
| Admin fee / account holder | $272 | $440-38.0% | $5,608-95.1% | $479-43.2% |