See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1 year Service code 15 · EIN 73-6210970 | Recordkeeping | $78,220 |
GOULD ASSET MANAGEMENT LLC9 years Service code 27 · EIN 95-4738705 | Advisory (Plan) | $13,068 |
CHARLES SCHWAB & CO., INC.9 years Service code 27 · EIN 94-1737782 | Advisory (Plan) | $434 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,500 | $79,171+144.4% | $102,423+88.9% | $74,495+159.8% |
| Participation rate | 93.7% | 74.8%+18.9pp | 76.5%+17.2pp | 67.2%+26.5pp |
| Annual return | 12.78% | 54.93%-42.2pp | 29.32%-16.5pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $3,459 | $2,362+46.4% | $3,023+14.4% | $2,623+31.9% |
| Participant deferral / active EE | $10,423 | $4,415+136.1% | $5,053+106.3% | $4,346+139.8% |
| Admin fee / account holder | $254 | $2,001-87.3% | $9,451-97.3% | $1,942-86.9% |