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, NA4 years Filed as: BOK FINANCIAL ASSET MGMT INC Service code 15 · EIN 74-2009441 | Recordkeeping | $13,278 |
GOULD ASSET MANAGEMENT LLC4 years Service code 27 · EIN 95-4738705 | Advisory (Plan) | $9,292 |
CHARLES SCHWAB & CO., INC.4 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $1,430 |
CHARLES SCHWAB & CO., INC.4 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 | $151,640 | $65,376+131.9% | $87,100+74.1% | $65,185+132.6% |
| Participation rate | 82.9% | 75.3%+7.5pp | 76.9%+6.0pp | 70.2%+12.7pp |
| Annual return | 21.36% | 31.27%-9.9pp | 28.19%-6.8pp | 29.38%-8.0pp |
| Employer contribution / active EE | $2,241 | $1,822+23.0% | $2,521-11.1% | $2,177+3.0% |
| Participant deferral / active EE | $7,886 | $3,388+132.7% | $4,049+94.8% | $3,514+124.4% |
| Admin fee / account holder | $95 | $520-81.8% | $7,497-98.7% | $847-88.8% |