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, NA3 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $28,764 |
CLIFTONLARSONALLEN LLP4+ years Service code 10 · EIN 41-0746749 | Accounting | $0 |
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 | $22,834 | $55,790-59.1% | $76,817-70.3% | $67,579-66.2% |
| Participation rate | 52.1% | 71.1%-19.0pp | 72.1%-20.0pp | 71.3%-19.2pp |
| Annual return | 21.92% | 64.45%-42.5pp | 1166.11%-1144.2pp | 378.56%-356.6pp |
| Employer contribution / active EE | $931 | $1,810-48.5% | $2,302-59.5% | $2,148-56.6% |
| Participant deferral / active EE | $1,442 | $2,875-49.9% | $3,336-56.8% | $3,539-59.3% |
| Admin fee / account holder | $137 | $159-13.7% | $6,420-97.9% | $142-3.4% |