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 6-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 Service code 25 · EIN 73-0780382 | Directed Trustee | $2,414 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $8,629 | $78,419-89.0% | $133,956-93.6% | $73,409-88.2% |
| Participation rate | 93.9% | 78.6%+15.3pp | 79.8%+14.1pp | 72.2%+21.7pp |
| Annual return | 44.90% | 33.35%+11.6pp | 45.09%-0.2pp | 59.29%-14.4pp |
| Employer contribution / active EE | $1,133 | $2,044-44.5% | $3,919-71.1% | $2,234-49.3% |
| Participant deferral / active EE | $2,549 | $3,925-35.1% | $5,048-49.5% | $3,805-33.0% |
| Admin fee / account holder | $5 | $161-96.6% | $8,927-99.9% | $158-96.5% |