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, NA8 years Filed as: BOK FINANCIAL ASSET MGMT, INC. Service code 15 · EIN 75-2009441 | Recordkeeping | $73,872 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $7,167 |
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 | $39,063 | $99,078-60.6% | $96,544-59.5% | $74,419-47.5% |
| Participation rate | 86.9% | 80.7%+6.2pp | 76.0%+10.9pp | 70.7%+16.1pp |
| Annual return | 28.51% | 22.48%+6.0pp | 25.84%+2.7pp | 34.38%-5.9pp |
| Employer contribution / active EE | $1,177 | $2,570-54.2% | $2,965-60.3% | $2,637-55.4% |
| Participant deferral / active EE | $3,067 | $4,933-37.8% | $4,851-36.8% | $4,528-32.3% |
| Admin fee / account holder | $157 | $225-30.2% | $8,252-98.1% | $348-54.9% |