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.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Service code 19 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $3,566 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,154 | $66,457-51.6% | $81,438-60.5% | $77,671-58.6% |
| Participation rate | 16.4% | 68.7%-52.3pp | 69.5%-53.1pp | 70.6%-54.2pp |
| Annual return | 15.61% | 15.93%-0.3pp | 24.74%-9.1pp | 31.21%-15.6pp |
| Employer contribution / active EE | $1,089 | $2,159-49.6% | $2,460-55.7% | $2,726-60.1% |
| Participant deferral / active EE | $1,812 | $3,679-50.8% | $3,883-53.3% | $4,648-61.0% |
| Admin fee / account holder | $21 | $583-96.4% | $5,764-99.6% | $430-95.1% |