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, NA2 years Filed as: BOK FINANCIAL ASSET MGMT INC Service code 15 · EIN 75-2009441 | Recordkeeping | $147,045 |
CHARLES SCHWAB & CO., INC.4+ years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 42-1558009 | Securities Custodian | $7,174 |
CHARLES SCHWAB & CO., INC.4+ years Service code 71 · EIN 94-1737782 | Brokerage Fees | $86 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $202,454 | $65,118+210.9% | $76,768+163.7% | $55,725+263.3% |
| Participation rate | 35.4% | 79.6%-44.2pp | 77.0%-41.6pp | 70.9%-35.5pp |
| Annual return | -1.00% | -1.27%+0.3pp | 2.43%-3.4pp | 244.93%-245.9pp |
| Employer contribution / active EE | $1,793 | $1,941-7.6% | $2,485-27.8% | $2,078-13.7% |
| Participant deferral / active EE | $4,581 | $3,688+24.2% | $3,852+18.9% | $3,356+36.5% |
| Admin fee / account holder | $825 | $116+611.8% | $6,675-87.6% | $115+616.0% |