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, NA7 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $50,974 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,762 | $58,778-80.0% | $129,207-90.9% | $77,643-84.9% |
| Participation rate | 89.5% | 59.2%+30.3pp | 69.6%+19.9pp | 70.6%+18.9pp |
| Annual return | 13.89% | 24.73%-10.8pp | 9417.33%-9403.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $506 | $1,952-74.1% | $4,153-87.8% | $2,726-81.4% |
| Participant deferral / active EE | $894 | $3,212-72.2% | $4,168-78.5% | $4,647-80.8% |
| Admin fee / account holder | $84 | $589-85.8% | $7,715-98.9% | $430-80.5% |