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, NA3 years Filed as: BOK FINANCIAL ASSET MGMT INC Service code 15 · EIN 74-2009441 | Recordkeeping | $25,647 |
GOULD ASSET MANAGEMENT LLC3 years Service code 27 · EIN 95-4738705 | Advisory (Plan) | $8,828 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $139,052 | $59,186+134.9% | $76,768+81.1% | $56,287+147.0% |
| Participation rate | 79.2% | 75.2%+4.0pp | 77.0%+2.2pp | 69.9%+9.3pp |
| Annual return | -4.45% | 6.62%-11.1pp | 2.43%-6.9pp | -9.96%+5.5pp |
| Employer contribution / active EE | $1,995 | $1,759+13.4% | $2,485-19.7% | $2,111-5.5% |
| Participant deferral / active EE | $7,324 | $3,255+125.0% | $3,852+90.2% | $3,350+118.6% |
| Admin fee / account holder | $137 | $489-72.1% | $6,675-98.0% | $521-73.8% |