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 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,484 |
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 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 | $9,823 | $47,648-79.4% | $130,648-92.5% | $67,579-85.5% |
| Participation rate | 76.1% | 60.4%+15.7pp | 71.7%+4.4pp | 71.3%+4.8pp |
| Annual return | 21.80% | 25.73%-3.9pp | 1708.96%-1687.2pp | 378.56%-356.8pp |
| Employer contribution / active EE | $579 | $1,408-58.9% | $4,092-85.9% | $2,148-73.0% |
| Participant deferral / active EE | $1,024 | $2,616-60.9% | $3,603-71.6% | $3,539-71.1% |
| Admin fee / account holder | $19 | $105-81.5% | $5,464-99.6% | $142-86.3% |