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 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $2,385 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,748 | $56,443-42.0% | $83,848-60.9% | $55,725-41.2% |
| Participation rate | 89.7% | 72.0%+17.6pp | 76.1%+13.5pp | 70.9%+18.8pp |
| Annual return | -8.03% | 393.67%-401.7pp | 850.88%-858.9pp | 244.93%-253.0pp |
| Employer contribution / active EE | $2,190 | $2,682-18.3% | $3,631-39.7% | $2,078+5.4% |
| Participant deferral / active EE | $2,639 | $2,965-11.0% | $4,082-35.3% | $3,356-21.3% |
| Admin fee / account holder | $7 | $156-95.7% | $5,478-99.9% | $115-94.1% |