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, NA9+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $242,790 |
COOK STREET CONSULTING9+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $79,942 |
WHITLEY PENN LLP3 years Service code 10 · EIN 75-2393478 | Accounting | $43,506 |
COWEN & COMPANY LLC3 years Filed as: COWEN AND COMPANY LLC Service code 71 599 LEXINGTON AVENUE 20TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $194 |
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 | $72,998 | $136,853-46.7% | $130,231-43.9% | $80,160-8.9% |
| Participation rate | 99.8% | 81.6%+18.2pp | 76.3%+23.5pp | 72.9%+26.9pp |
| Annual return | 18.11% | 22.66%-4.5pp | 38.77%-20.7pp | 40.38%-22.3pp |
| Employer contribution / active EE | $4,122 | $3,395+21.4% | $4,126-0.1% | $2,978+38.4% |
| Participant deferral / active EE | $5,444 | $5,856-7.0% | $6,799-19.9% | $5,017+8.5% |
| Admin fee / account holder | $112 | $184-39.3% | $6,020-98.1% | $145-22.9% |