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, NA5 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $55,813 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $5,818 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,160 | $73,638+71.3% | $95,952+31.5% | $73,488+71.7% |
| Participation rate | 88.7% | 76.2%+12.5pp | 77.1%+11.6pp | 70.7%+18.0pp |
| Annual return | 10.08% | 16.78%-6.7pp | 91.61%-81.5pp | 28.51%-18.4pp |
| Employer contribution / active EE | $422 | $1,863-77.3% | $2,541-83.4% | $2,270-81.4% |
| Participant deferral / active EE | $3,681 | $3,617+1.8% | $4,167-11.7% | $3,740-1.6% |
| Admin fee / account holder | $374 | $482-22.5% | $6,795-94.5% | $513-27.2% |