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, NA3 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $50,907 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $10,082 |
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 | $66,997 | $75,388-11.1% | $123,544-45.8% | $55,725+20.2% |
| Participation rate | 73.5% | 75.7%-2.2pp | 82.3%-8.8pp | 70.9%+2.6pp |
| Annual return | 10.95% | 4.48%+6.5pp | 119.20%-108.2pp | 244.93%-234.0pp |
| Employer contribution / active EE | $1,805 | $3,063-41.1% | $4,628-61.0% | $2,078-13.1% |
| Participant deferral / active EE | $4,032 | $5,651-28.6% | $6,426-37.2% | $3,356+20.2% |
| Admin fee / account holder | $99 | $120-17.6% | $9,284-98.9% | $115-14.3% |