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, NA1 year Service code 27 PO BOX 880 · TULSA, OK 74101 | Advisory (Plan) | $18,033 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,868 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $4,170 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $846 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,678 | $47,922+1.6% | $75,886-35.9% | $65,185-25.3% |
| Participation rate | 24.4% | 63.0%-38.6pp | 69.3%-44.9pp | 70.2%-45.8pp |
| Annual return | 28.36% | 24.12%+4.2pp | 30.76%-2.4pp | 29.38%-1.0pp |
| Employer contribution / active EE | $135 | $1,557-91.3% | $2,500-94.6% | $2,177-93.8% |
| Participant deferral / active EE | $1,203 | $2,550-52.8% | $3,603-66.6% | $3,514-65.8% |
| Admin fee / account holder | $558 | $532+5.0% | $5,418-89.7% | $847-34.1% |