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, NA1+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $2,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $64,580 | $75,183-14.1% | $123,892-47.9% | $55,167+17.1% |
| Participation rate | 68.1% | 72.8%-4.8pp | 81.4%-13.3pp | 69.0%-0.9pp |
| Annual return | 17.35% | 19.01%-1.7pp | 47.52%-30.2pp | 169.23%-151.9pp |
| Employer contribution / active EE | $4,940 | $2,823+75.0% | $4,617+7.0% | $1,963+151.7% |
| Participant deferral / active EE | $10,005 | $5,084+96.8% | $5,984+67.2% | $3,054+227.6% |
| Admin fee / account holder | $44 | $663-93.4% | $8,357-99.5% | $504-91.3% |