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, NA4 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $54,171 |
CHARLES SCHWAB & CO., INC.5+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,674 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $163,424 | $65,376+150.0% | $87,100+87.6% | $65,185+150.7% |
| Participation rate | 89.1% | 75.3%+13.8pp | 76.9%+12.2pp | 70.2%+18.9pp |
| Annual return | 19.56% | 31.27%-11.7pp | 28.19%-8.6pp | 29.38%-9.8pp |
| Employer contribution / active EE | $1,704 | $1,822-6.5% | $2,521-32.4% | $2,177-21.7% |
| Participant deferral / active EE | $4,418 | $3,388+30.4% | $4,049+9.1% | $3,514+25.7% |
| Admin fee / account holder | $450 | $520-13.4% | $7,497-94.0% | $847-46.9% |