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, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $61,114 |
ERISA SERVICES, INC.3 years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $15,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $15,552 | $407,990-96.2% | $121,196-87.2% | $75,289-79.3% |
| Participation rate | 61.9% | 59.5%+2.4pp | 71.7%-9.8pp | 72.4%-10.5pp |
| Annual return | -6.15% | 2.93%-9.1pp | 16.93%-23.1pp | -0.04%-6.1pp |
| Employer contribution / active EE | $746 | $1,846-59.6% | $4,022-81.5% | $2,405-69.0% |
| Participant deferral / active EE | $700 | $2,201-68.2% | $3,344-79.1% | $3,739-81.3% |
| Admin fee / account holder | $61 | $455-86.5% | $5,019-98.8% | $102-40.1% |