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, NA3+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $43,775 |
ERISA SERVICES, INC.2 years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $16,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,875 | $45,324-60.6% | $122,332-85.4% | $69,631-74.3% |
| Participation rate | 89.2% | 59.9%+29.2pp | 71.6%+17.5pp | 70.7%+18.5pp |
| Annual return | 15.75% | 25.35%-9.6pp | 30.27%-14.5pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,291 | $1,230+5.0% | $4,050-68.1% | $2,032-36.5% |
| Participant deferral / active EE | $1,088 | $2,367-54.0% | $3,287-66.9% | $3,224-66.2% |
| Admin fee / account holder | $75 | $87-13.5% | $5,478-98.6% | $110-31.8% |