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, NA6 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $30,452 |
CLIFTONLARSONALLEN LLP7+ years Service code 10 · EIN 41-0746749 | Accounting | $4,935 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,940 | $56,503-59.4% | $70,092-67.3% | $64,808-64.6% |
| Participation rate | 35.3% | 70.5%-35.1pp | 70.5%-35.1pp | 71.5%-36.1pp |
| Annual return | -16.38% | -13.44%-2.9pp | 190.73%-207.1pp | 32.82%-49.2pp |
| Employer contribution / active EE | $693 | $2,046-66.1% | $2,559-72.9% | $2,506-72.4% |
| Participant deferral / active EE | $1,329 | $3,389-60.8% | $3,849-65.5% | $4,310-69.2% |
| Admin fee / account holder | $162 | $160+0.8% | $6,267-97.4% | $188-13.9% |