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, NA3 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $40,133 |
HENRY & HORNE, LLP5 years Service code 10 · EIN 86-0133881 | Accounting | $16,918 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,049 | $91,517-71.5% | $101,248-74.3% | $73,409-64.5% |
| Participation rate | 95.2% | 73.8%+21.4pp | 75.8%+19.4pp | 72.2%+23.0pp |
| Annual return | 12.54% | 17.17%-4.6pp | 46.47%-33.9pp | 59.29%-46.8pp |
| Employer contribution / active EE | $398 | $2,877-86.2% | $3,660-89.1% | $2,234-82.2% |
| Participant deferral / active EE | $2,887 | $3,338-13.5% | $4,370-33.9% | $3,805-24.1% |
| Admin fee / account holder | $191 | $216-11.6% | $5,945-96.8% | $158+20.9% |