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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $18,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,872 | $64,768-38.4% | $76,284-47.7% | $77,671-48.7% |
| Participation rate | 38.5% | 72.6%-34.2pp | 79.2%-40.8pp | 70.6%-32.1pp |
| Annual return | 13.43% | 13.90%-0.5pp | 13.77%-0.3pp | 31.21%-17.8pp |
| Employer contribution / active EE | $1,194 | $2,747-56.5% | $4,585-74.0% | $2,726-56.2% |
| Participant deferral / active EE | $1,678 | $3,709-54.8% | $5,478-69.4% | $4,648-63.9% |
| Admin fee / account holder | $81 | $1,025-92.1% | $5,131-98.4% | $430-81.2% |