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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $65,835 |
ERISA SERVICES, INC.5 years Filed as: ERISA COMPLIANCE ASSOCIATES Service code 70 3131 CAMINO DEL RIO NORTH · SAN DIEGO, CA 92108 | Consulting Fees | $15,000 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,665 | $53,932-4.2% | $134,143-61.5% | $90,288-42.8% |
| Participation rate | 0.0% | 60.4%-60.4pp | 72.2%-72.2pp | 73.4%-73.4pp |
| Annual return | 13.36% | 23.16%-9.8pp | 36.33%-23.0pp | 53.97%-40.6pp |
| Employer contribution / active EE | $711 | $1,611-55.9% | $3,704-80.8% | $2,524-71.8% |
| Participant deferral / active EE | $546 | $2,432-77.5% | $3,499-84.4% | $4,232-87.1% |
| Admin fee / account holder | $169 | $104+63.0% | $6,684-97.5% | $114+48.1% |