See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA4 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $4,982 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 · EIN 94-1737782 | Securities brokerage | $100 |
CHARLES SCHWAB & CO., INC.4 years 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 | $67,297 | $99,957-32.7% | $149,696-55.0% | $73,488-8.4% |
| Participation rate | 89.0% | 75.7%+13.3pp | 82.5%+6.5pp | 70.7%+18.3pp |
| Annual return | 28.15% | 53.87%-25.7pp | 276.60%-248.5pp | 28.51%-0.4pp |
| Employer contribution / active EE | $2,399 | $3,191-24.8% | $4,644-48.3% | $2,270+5.7% |
| Participant deferral / active EE | $7,391 | $6,073+21.7% | $6,842+8.0% | $3,740+97.7% |
| Admin fee / account holder | $23 | $551-95.9% | $9,309-99.8% | $513-95.5% |