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 21 P.O. BOX 880 · TULSA, OH 74101 | Bank Trustee | $4,877 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $938 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,716 | $50,498-35.2% | $75,781-56.8% | $55,191-40.7% |
| Participation rate | 86.6% | 69.4%+17.2pp | 75.8%+10.8pp | 69.2%+17.5pp |
| Annual return | -7.39% | 1.80%-9.2pp | 9.68%-17.1pp | 10.78%-18.2pp |
| Employer contribution / active EE | $2,020 | $2,291-11.8% | $3,323-39.2% | $1,899+6.4% |
| Participant deferral / active EE | $2,429 | $2,589-6.2% | $3,651-33.5% | $3,046-20.3% |
| Admin fee / account holder | $22 | $123-81.8% | $5,299-99.6% | $91-75.3% |