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 9-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 year Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $113,207 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,464 | $407,990-97.2% | $121,196-90.5% | $75,289-84.8% |
| Participation rate | 100.0% | 59.5%+40.5pp | 71.7%+28.3pp | 72.4%+27.6pp |
| Annual return | -4.79% | 2.93%-7.7pp | 16.93%-21.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $913 | $1,846-50.5% | $4,022-77.3% | $2,405-62.0% |
| Participant deferral / active EE | $1,251 | $2,201-43.2% | $3,344-62.6% | $3,739-66.5% |
| Admin fee / account holder | $49 | $455-89.2% | $5,019-99.0% | $102-51.9% |