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, NA1 year Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $22,335 |
HENRY & HORNE, LLP3 years Service code 10 · EIN 86-0133881 | Accounting | $6,535 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40 |
Employer 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.
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 | $17,164 | $56,443-69.6% | $83,848-79.5% | $55,725-69.2% |
| Participation rate | 98.5% | 72.0%+26.4pp | 76.1%+22.3pp | 70.9%+27.6pp |
| Annual return | -4.87% | 393.67%-398.5pp | 850.88%-855.7pp | 244.93%-249.8pp |
| Employer contribution / active EE | $386 | $2,682-85.6% | $3,631-89.4% | $2,078-81.4% |
| Participant deferral / active EE | $1,922 | $2,965-35.2% | $4,082-52.9% | $3,356-42.7% |
| Admin fee / account holder | $84 | $156-46.5% | $5,478-98.5% | $115-27.5% |