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 Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $20,966 |
Filed as: BSW WEALTH PARTNERS Service code 26 · EIN 84-1447359 2336 PEARL STREET · BOULDER, CO 80303 | Advisory (Participants) | $5,451 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $122,167 | $101,317+20.6% | $146,958-16.9% | $74,495+64.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 12.98% | 8730.91%-8717.9pp | 418.34%-405.4pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $5,586 | $3,810+46.6% | $4,933+13.2% | $2,623+113.0% |
| Participant deferral / active EE | $10,625 | $7,303+45.5% | $8,070+31.7% | $4,346+144.5% |
| Admin fee / account holder | $193 | $1,739-88.9% | $12,998-98.5% | $1,942-90.1% |