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, NA8 years Filed as: BOK FINANCIAL ASSET MGMT INC Service code 15 · EIN 74-2009441 | Recordkeeping | $98,884 |
GOULD ASSET MANAGEMENT LLC8 years Service code 27 · EIN 95-4738705 | Advisory (Plan) | $11,482 |
CHARLES SCHWAB & CO., INC.8 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $413 |
CHARLES SCHWAB & CO., INC.3 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 | $164,153 | $76,050+115.8% | $96,544+70.0% | $71,457+129.7% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.1pp | 67.9%+31.2pp |
| Annual return | 15.49% | 22.81%-7.3pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $3,347 | $2,244+49.1% | $2,965+12.9% | $2,588+29.3% |
| Participant deferral / active EE | $10,258 | $4,215+143.3% | $4,851+111.5% | $4,289+139.2% |
| Admin fee / account holder | $351 | $2,707-87.0% | $8,252-95.7% | $1,587-77.9% |