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 9-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, NA2 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $28,913 |
CLIFTONLARSONALLEN LLP3+ years Service code 10 · EIN 41-0746749 | Accounting | $6,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,910 | $48,261-56.7% | $68,793-69.6% | $55,725-62.5% |
| Participation rate | 54.2% | 71.0%-16.9pp | 72.2%-18.0pp | 70.9%-16.7pp |
| Annual return | -4.67% | -2.61%-2.1pp | -4.63%0pp | 244.93%-249.6pp |
| Employer contribution / active EE | $973 | $1,742-44.2% | $2,625-62.9% | $2,078-53.2% |
| Participant deferral / active EE | $1,613 | $2,712-40.5% | $3,311-51.3% | $3,356-51.9% |
| Admin fee / account holder | $163 | $126+29.2% | $5,131-96.8% | $115+41.6% |