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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $142,982 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $84,894 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,949 | $95,388-56.0% | $125,339-66.5% | $77,904-46.2% |
| Participation rate | 92.4% | 78.6%+13.8pp | 82.4%+10.0pp | 73.7%+18.7pp |
| Annual return | -10.82% | 116.19%-127.0pp | 572.05%-582.9pp | 12.21%-23.0pp |
| Employer contribution / active EE | $403 | $3,666-89.0% | $4,814-91.6% | $2,848-85.8% |
| Participant deferral / active EE | $4,618 | $7,711-40.1% | $7,446-38.0% | $4,806-3.9% |
| Admin fee / account holder | $115 | $119-3.2% | $10,010-98.9% | $133-13.2% |