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, NA6 years Filed as: BOK FINANCIAL ASSET MANAGEMENT, INC Service code 15 · EIN 74-2009441 | Recordkeeping | $8,028 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage | $50 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,178 | $84,487-24.0% | $125,339-48.8% | $66,914-4.1% |
| Participation rate | 92.8% | 76.4%+16.3pp | 82.4%+10.4pp | 69.8%+23.0pp |
| Annual return | -15.53% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $2,491 | $3,553-29.9% | $4,814-48.3% | $2,544-2.1% |
| Participant deferral / active EE | $6,771 | $6,781-0.1% | $7,446-9.1% | $4,237+59.8% |
| Admin fee / account holder | $29 | $685-95.7% | $10,010-99.7% | $593-95.0% |