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, NA5 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $31,236 |
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).
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 | $9,769 | $47,898-79.6% | $117,472-91.7% | $64,808-84.9% |
| Participation rate | 87.0% | 61.9%+25.2pp | 70.6%+16.4pp | 71.5%+15.6pp |
| Annual return | -17.29% | -15.54%-1.7pp | 29.74%-47.0pp | 32.82%-50.1pp |
| Employer contribution / active EE | $560 | $1,774-68.4% | $4,176-86.6% | $2,506-77.6% |
| Participant deferral / active EE | $1,058 | $3,151-66.4% | $4,070-74.0% | $4,310-75.4% |
| Admin fee / account holder | $64 | $132-51.3% | $5,645-98.9% | $188-65.8% |