See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $62,118 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 70 23693 NETWORK PLACE · CHICAGO, IL 60673 | Consulting Fees | $17,278 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,167 | $47,898-55.8% | $117,472-82.0% | $64,808-67.3% |
| Participation rate | 91.3% | 61.9%+29.4pp | 70.6%+20.7pp | 71.5%+19.8pp |
| Annual return | -16.26% | -15.54%-0.7pp | 29.74%-46.0pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,709 | $1,774-3.7% | $4,176-59.1% | $2,506-31.8% |
| Participant deferral / active EE | $1,337 | $3,151-57.6% | $4,070-67.1% | $4,310-69.0% |
| Admin fee / account holder | $73 | $132-44.3% | $5,645-98.7% | $188-60.9% |