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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $38,026 |
ERISA SERVICES, INC.1 year Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $13,750 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,736 | $41,281-54.6% | $109,313-82.9% | $57,658-67.5% |
| Participation rate | 100.0% | 59.3%+40.7pp | 71.3%+28.7pp | 70.2%+29.8pp |
| Annual return | 5.74% | 8.97%-3.2pp | 22.07%-16.3pp | 5.13%+0.6pp |
| Employer contribution / active EE | $1,671 | $1,201+39.0% | $3,892-57.1% | $1,974-15.4% |
| Participant deferral / active EE | $1,365 | $2,223-38.6% | $3,166-56.9% | $3,061-55.4% |
| Admin fee / account holder | $74 | $75-1.2% | $5,666-98.7% | $95-21.4% |