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, NA7 years Filed as: BOK FINANCIAL ASSET MGMT INC Service code 15 · EIN 74-2009441 | Recordkeeping | $100,320 |
GOULD ASSET MANAGEMENT LLC7 years Service code 27 · EIN 95-4738705 | Advisory (Plan) | $11,296 |
CHARLES SCHWAB & CO., INC.7 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $424 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,447 | $65,435+125.3% | $86,677+70.1% | $66,914+120.4% |
| Participation rate | 92.5% | 75.5%+17.1pp | 76.6%+15.9pp | 69.8%+22.7pp |
| Annual return | -15.90% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,158 | $2,153+46.6% | $2,836+11.3% | $2,544+24.1% |
| Participant deferral / active EE | $9,881 | $4,100+141.0% | $4,656+112.2% | $4,237+133.2% |
| Admin fee / account holder | $336 | $642-47.7% | $7,493-95.5% | $593-43.4% |