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 74172 | Securities Custodian | $22,212 |
ALPINE SUMMIT CPAS1 year Service code 10 · EIN 84-1839663 1810 E SCHNEIDMILLER AVE. · POST FALLS, ID 83854 | Accounting | $10,600 |
MILLIMAN, INC.2 years Service code 15 1301 5TH AVE SUITE 3800 · SEATTLE, WA 981012646 | Recordkeeping | $5,000 |
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 | $17,320 | $48,335-64.2% | $121,098-85.7% | $71,457-75.8% |
| Participation rate | 90.6% | 54.3%+36.3pp | 69.5%+21.1pp | 67.9%+22.7pp |
| Annual return | 16.03% | 23.32%-7.3pp | 985.75%-969.7pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,455 | $1,489-2.3% | $4,164-65.1% | $2,588-43.8% |
| Participant deferral / active EE | $1,722 | $2,754-37.5% | $4,080-57.8% | $4,289-59.9% |
| Admin fee / account holder | $45 | $1,841-97.5% | $5,644-99.2% | $1,587-97.2% |