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 4-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, NA1 year Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $2,385 |
HUDSPETH BENEFITS GROUP1 year Service code 26 · EIN 62-1572362 | Advisory (Participants) | $1,056 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $114 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $85 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,396 | $64,119-38.6% | $112,228-64.9% | $66,914-41.1% |
| Participation rate | 31.2% | 68.5%-37.3pp | 75.1%-43.9pp | 69.8%-38.6pp |
| Annual return | -12.95% | -13.81%+0.9pp | 27.45%-40.4pp | 1.58%-14.5pp |
| Employer contribution / active EE | $1,260 | $3,005-58.1% | $3,635-65.3% | $2,544-50.5% |
| Participant deferral / active EE | $2,559 | $3,693-30.7% | $4,728-45.9% | $4,237-39.6% |
| Admin fee / account holder | $75 | $625-88.0% | $6,410-98.8% | $593-87.3% |