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, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $30,503 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $13,969 | $407,990-96.6% | $121,196-88.5% | $75,289-81.4% |
| Participation rate | 66.4% | 59.5%+6.9pp | 71.7%-5.4pp | 72.4%-6.1pp |
| Annual return | -6.39% | 2.93%-9.3pp | 16.93%-23.3pp | -0.04%-6.3pp |
| Employer contribution / active EE | $864 | $1,846-53.2% | $4,022-78.5% | $2,405-64.1% |
| Participant deferral / active EE | $1,070 | $2,201-51.4% | $3,344-68.0% | $3,739-71.4% |
| Admin fee / account holder | $16 | $455-96.4% | $5,019-99.7% | $102-83.9% |