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, NA10+ years Filed as: BOKF, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $313,461 |
COOK STREET CONSULTING10+ years Filed as: COOK STREET CONSULTING, INC. Service code 27 · EIN 84-0854432 | Advisory (Plan) | $84,607 |
WHITLEY PENN LLP4 years Service code 10 · EIN 75-2393478 | Accounting | $3,605 |
COWEN & COMPANY LLC4 years Filed as: COWEN AND COMPANY LLC Service code 71 599 LEXINGTON AVENUE 20TH FLOOR · NEW YORK, NY 10022 | Brokerage Fees | $0 |
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 | $79,420 | $148,970-46.7% | $136,007-41.6% | $199,593-60.2% |
| Participation rate | 99.7% | 79.4%+20.3pp | 76.5%+23.2pp | 72.0%+27.7pp |
| Annual return | 13.00% | 27.07%-14.1pp | 579.32%-566.3pp | 34.25%-21.2pp |
| Employer contribution / active EE | $4,265 | $3,561+19.8% | $4,217+1.1% | $3,034+40.5% |
| Participant deferral / active EE | $5,748 | $6,140-6.4% | $7,025-18.2% | $5,087+13.0% |
| Admin fee / account holder | $129 | $144-10.4% | $6,858-98.1% | $269-52.0% |