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 15 · EIN 73-0780382 | Recordkeeping | $85,530 |
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 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 | $131,386 | $56,443+132.8% | $83,848+56.7% | $55,725+135.8% |
| Participation rate | 44.2% | 72.0%-27.8pp | 76.1%-31.9pp | 70.9%-26.7pp |
| Annual return | -3.76% | 393.67%-397.4pp | 850.88%-854.6pp | 244.93%-248.7pp |
| Employer contribution / active EE | $2,498 | $2,682-6.9% | $3,631-31.2% | $2,078+20.2% |
| Participant deferral / active EE | $4,203 | $2,965+41.7% | $4,082+3.0% | $3,356+25.2% |
| Admin fee / account holder | $184 | $156+18.0% | $5,478-96.6% | $115+60.0% |