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, NA2 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,776 |
CHARLES SCHWAB & CO., INC.3+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $160,454 | $80,753+98.7% | $136,294+17.7% | $62,292+157.6% |
| Participation rate | 97.3% | 73.5%+23.7pp | 81.9%+15.4pp | 69.5%+27.8pp |
| Annual return | 19.76% | 35.83%-16.1pp | 5155.94%-5136.2pp | 28.90%-9.1pp |
| Employer contribution / active EE | $3,006 | $2,884+4.2% | $4,695-36.0% | $2,042+47.2% |
| Participant deferral / active EE | $6,564 | $5,164+27.1% | $6,247+5.1% | $3,169+107.1% |
| Admin fee / account holder | $11 | $525-97.8% | $9,243-99.9% | $479-97.6% |