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 74172 | Securities Custodian | $20,048 |
MILLIMAN, INC.1 year Service code 15 1301 5TH AVE SUITE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $8,519 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,143 | $45,602-66.8% | $117,472-87.1% | $66,914-77.4% |
| Participation rate | 70.1% | 57.6%+12.4pp | 70.6%-0.5pp | 69.8%+0.3pp |
| Annual return | -16.81% | -16.74%-0.1pp | 29.74%-46.5pp | 1.58%-18.4pp |
| Employer contribution / active EE | $992 | $1,579-37.2% | $4,176-76.2% | $2,544-61.0% |
| Participant deferral / active EE | $1,246 | $2,845-56.2% | $4,070-69.4% | $4,237-70.6% |
| Admin fee / account holder | $75 | $661-88.7% | $5,645-98.7% | $593-87.4% |