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, NA8 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $32,130 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,207 | $66,457-48.5% | $81,382-58.0% | $77,643-55.9% |
| Participation rate | 31.5% | 68.7%-37.2pp | 69.5%-37.9pp | 70.6%-39.0pp |
| Annual return | 12.15% | 15.93%-3.8pp | 24.73%-12.6pp | 31.24%-19.1pp |
| Employer contribution / active EE | $622 | $2,159-71.2% | $2,463-74.8% | $2,726-77.2% |
| Participant deferral / active EE | $1,137 | $3,679-69.1% | $3,883-70.7% | $4,647-75.5% |
| Admin fee / account holder | $162 | $583-72.1% | $5,768-97.2% | $430-62.3% |