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, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $2,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $21,189 | $56,897-62.8% | $84,750-75.0% | $62,891-66.3% |
| Participation rate | 68.9% | 68.5%+0.3pp | 76.6%-7.7pp | 69.3%-0.5pp |
| Annual return | 7.20% | 6.30%+0.9pp | 22.78%-15.6pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,926 | $2,400-19.7% | $3,574-46.1% | $2,281-15.6% |
| Participant deferral / active EE | $2,933 | $2,709+8.3% | $3,712-21.0% | $3,203-8.4% |
| Admin fee / account holder | $35 | $3,581-99.0% | $5,332-99.3% | $4,296-99.2% |