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, NA2 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $31,868 |
HENRY & HORNE, LLP4 years Service code 10 · EIN 86-0133881 | Accounting | $9,000 |
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 | $18,792 | $66,601-71.8% | $92,893-79.8% | $67,579-72.2% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 71.3%+25.5pp |
| Annual return | 20.66% | 92.58%-71.9pp | 109.41%-88.8pp | 378.56%-357.9pp |
| Employer contribution / active EE | $360 | $2,775-87.0% | $3,653-90.2% | $2,148-83.3% |
| Participant deferral / active EE | $2,361 | $3,157-25.2% | $4,236-44.3% | $3,539-33.3% |
| Admin fee / account holder | $102 | $199-48.6% | $5,794-98.2% | $142-28.2% |