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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $54,197 |
MBG RETIREMENT8 years Filed as: MBG RETIREMENT, INC. Service code 27 5151 SAN FILIPE · HOUSTON, TX 77056 | Advisory (Plan) | $52,975 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,865 | $241,101-69.4% | $103,333-28.5% | $199,593-63.0% |
| Participation rate | 26.7% | 78.3%-51.6pp | 74.5%-47.8pp | 72.0%-45.3pp |
| Annual return | 12.03% | 17.80%-5.8pp | 24.88%-12.8pp | 34.25%-22.2pp |
| Employer contribution / active EE | $708 | $4,244-83.3% | $3,868-81.7% | $3,034-76.7% |
| Participant deferral / active EE | $2,439 | $3,958-38.4% | $5,057-51.8% | $5,087-52.0% |
| Admin fee / account holder | $196 | $288-32.0% | $8,355-97.7% | $269-27.3% |