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, NA6+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $94,339 |
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 | $88,670 | $91,517-3.1% | $101,248-12.4% | $73,409+20.8% |
| Participation rate | 93.9% | 73.8%+20.1pp | 75.8%+18.1pp | 72.2%+21.8pp |
| Annual return | 18.92% | 17.17%+1.7pp | 46.47%-27.6pp | 59.29%-40.4pp |
| Employer contribution / active EE | $3,098 | $2,877+7.7% | $3,660-15.4% | $2,234+38.7% |
| Participant deferral / active EE | $5,447 | $3,338+63.2% | $4,370+24.6% | $3,805+43.1% |
| Admin fee / account holder | $93 | $216-56.8% | $5,945-98.4% | $158-41.0% |