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 |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $38,023 |
BOKF, NA1 year Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $17,816 |
GOLDLEAF PARTNERS1 year Service code 13 · EIN 45-0514557 | Contract Administrator | $3,692 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,267 | $69,362+30.1% | $101,248-10.8% | $73,488+22.8% |
| Participation rate | 93.3% | 68.4%+24.9pp | 75.8%+17.5pp | 70.7%+22.6pp |
| Annual return | 18.10% | 18.46%-0.4pp | 46.47%-28.4pp | 28.51%-10.4pp |
| Employer contribution / active EE | $2,313 | $2,628-12.0% | $3,660-36.8% | $2,270+1.9% |
| Participant deferral / active EE | $4,455 | $3,300+35.0% | $4,370+1.9% | $3,740+19.1% |
| Admin fee / account holder | $418 | $704-40.6% | $5,945-93.0% | $513-18.5% |