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: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $171,423 |
COOK STREET CONSULTING3+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $66,950 |
JOHNSONM MILLER & CO1 year Service code 10 TWO FASKEN CENTER · MIDLAND, TX 79701 | Accounting | $25,268 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BNY ESI & COMPANY Service code 71 1633 BROADWAY · NEW YORK, NY 10019 | Brokerage Fees | $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 | $71,684 | $117,734-39.1% | $115,752-38.1% | $77,958-8.0% |
| Participation rate | 98.2% | 82.0%+16.1pp | 77.8%+20.4pp | 71.6%+26.5pp |
| Annual return | 25.25% | 17.65%+7.6pp | 19.41%+5.8pp | 20.87%+4.4pp |
| Employer contribution / active EE | $3,078 | $2,736+12.5% | $3,492-11.9% | $2,310+33.2% |
| Participant deferral / active EE | $4,391 | $4,435-1.0% | $5,204-15.6% | $3,537+24.2% |
| Admin fee / account holder | $145 | $75+92.8% | $6,278-97.7% | $97+48.4% |