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 15 · EIN 73-0780382 | Recordkeeping | $78,828 |
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 | $80,390 | $66,601+20.7% | $92,893-13.5% | $67,579+19.0% |
| Participation rate | 96.6% | 72.5%+24.1pp | 76.0%+20.6pp | 71.3%+25.3pp |
| Annual return | 24.02% | 92.58%-68.6pp | 109.41%-85.4pp | 378.56%-354.5pp |
| Employer contribution / active EE | $2,880 | $2,775+3.8% | $3,653-21.2% | $2,148+34.1% |
| Participant deferral / active EE | $4,929 | $3,157+56.1% | $4,236+16.3% | $3,539+39.3% |
| Admin fee / account holder | $82 | $199-59.0% | $5,794-98.6% | $142-42.7% |