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, NA6+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $221,766 |
COOK STREET CONSULTING6+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $36,579 |
JOHNSON MILLER & CO3 years Service code 10 TWO FASKEN CENTER · MIDLAND, TX 79701 | Accounting | $18,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY ESI & COMPANY Service code 71 1633 BROADWAY · NEW YORK, NY 10019 | Brokerage Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,630 | $143,525-38.9% | $379,746-76.9% | $90,288-2.9% |
| Participation rate | 99.2% | 82.9%+16.3pp | 78.4%+20.8pp | 73.4%+25.8pp |
| Annual return | 13.84% | 18.97%-5.1pp | 34.90%-21.1pp | 53.97%-40.1pp |
| Employer contribution / active EE | $3,986 | $3,201+24.5% | $3,540+12.6% | $2,524+57.9% |
| Participant deferral / active EE | $5,343 | $5,231+2.1% | $6,024-11.3% | $4,232+26.2% |
| Admin fee / account holder | $140 | $100+39.5% | $7,927-98.2% | $114+22.8% |