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, NA7 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $70,451 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $6,506 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,388 | $65,435+1.5% | $86,677-23.4% | $66,914-0.8% |
| Participation rate | 94.3% | 75.5%+18.9pp | 76.6%+17.7pp | 69.8%+24.5pp |
| Annual return | -15.46% | -10.89%-4.6pp | 35.91%-51.4pp | 1.58%-17.0pp |
| Employer contribution / active EE | $1,483 | $2,153-31.1% | $2,836-47.7% | $2,544-41.7% |
| Participant deferral / active EE | $3,970 | $4,100-3.2% | $4,656-14.7% | $4,237-6.3% |
| Admin fee / account holder | $282 | $642-56.1% | $7,493-96.2% | $593-52.5% |