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, NA7+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $238,187 |
COOK STREET CONSULTING7+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $111,932 |
WHITLEY PENN LLP1 year Service code 10 · EIN 75-2393478 | Accounting | $15,000 |
COWEN & COMPANY LLC1 year Filed as: COWEN AND COMPANY LLC Service code 71 599 LEXINGTON AVENUE 20TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $6,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,422 | $164,864-44.5% | $453,369-79.8% | $93,030-1.7% |
| Participation rate | 99.4% | 84.2%+15.2pp | 78.0%+21.4pp | 73.9%+25.5pp |
| Annual return | 14.36% | 17.89%-3.5pp | 64.40%-50.0pp | 158.70%-144.3pp |
| Employer contribution / active EE | $3,733 | $3,519+6.1% | $4,070-8.3% | $2,706+38.0% |
| Participant deferral / active EE | $5,234 | $5,690-8.0% | $6,209-15.7% | $4,562+14.7% |
| Admin fee / account holder | $160 | $104+53.7% | $11,209-98.6% | $152+5.6% |