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, NA3 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $27,536 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,537 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $135,542 | $59,186+129.0% | $76,768+76.6% | $56,287+140.8% |
| Participation rate | 90.3% | 75.2%+15.0pp | 77.0%+13.3pp | 69.9%+20.4pp |
| Annual return | -7.05% | 6.62%-13.7pp | 2.43%-9.5pp | -9.96%+2.9pp |
| Employer contribution / active EE | $1,722 | $1,759-2.1% | $2,485-30.7% | $2,111-18.4% |
| Participant deferral / active EE | $4,527 | $3,255+39.1% | $3,852+17.5% | $3,350+35.1% |
| Admin fee / account holder | $271 | $489-44.6% | $6,675-95.9% | $521-48.0% |