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, NA9+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $114,957 |
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 | $94,171 | $92,971+1.3% | $96,683-2.6% | $74,419+26.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 20.14% | 37.49%-17.3pp | 35.69%-15.6pp | 34.38%-14.2pp |
| Employer contribution / active EE | $3,822 | $3,426+11.6% | $3,737+2.3% | $2,637+44.9% |
| Participant deferral / active EE | $6,790 | $3,970+71.0% | $4,878+39.2% | $4,528+50.0% |
| Admin fee / account holder | $114 | $633-81.9% | $6,730-98.3% | $348-67.1% |