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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $5,607 |
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 | $40,890 | $66,601-38.6% | $92,893-56.0% | $67,579-39.5% |
| Participation rate | 97.6% | 72.5%+25.1pp | 76.0%+21.6pp | 71.3%+26.3pp |
| Annual return | 23.29% | 92.58%-69.3pp | 109.41%-86.1pp | 378.56%-355.3pp |
| Employer contribution / active EE | $2,499 | $2,775-9.9% | $3,653-31.6% | $2,148+16.4% |
| Participant deferral / active EE | $2,961 | $3,157-6.2% | $4,236-30.1% | $3,539-16.3% |
| Admin fee / account holder | $16 | $199-92.1% | $5,794-99.7% | $142-89.0% |