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, NA1 year Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $2,128 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
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 | $58,261 | $80,753-27.9% | $136,294-57.3% | $62,292-6.5% |
| Participation rate | 84.3% | 73.5%+10.7pp | 81.9%+2.3pp | 69.5%+14.7pp |
| Annual return | 18.13% | 35.83%-17.7pp | 5155.94%-5137.8pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,683 | $2,884-41.6% | $4,695-64.2% | $2,042-17.6% |
| Participant deferral / active EE | $5,045 | $5,164-2.3% | $6,247-19.2% | $3,169+59.2% |
| Admin fee / account holder | $17 | $525-96.7% | $9,243-99.8% | $479-96.4% |