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, NA6 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $54,510 |
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 | $11,152 | $53,345-79.1% | $121,098-90.8% | $74,419-85.0% |
| Participation rate | 76.9% | 60.0%+16.9pp | 69.5%+7.4pp | 70.7%+6.1pp |
| Annual return | 16.80% | 35.15%-18.3pp | 985.75%-968.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $514 | $1,898-72.9% | $4,164-87.7% | $2,637-80.5% |
| Participant deferral / active EE | $895 | $3,221-72.2% | $4,080-78.1% | $4,528-80.2% |
| Admin fee / account holder | $97 | $382-74.5% | $5,644-98.3% | $348-72.0% |