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, NA10+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $133,479 |
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 | $96,133 | $82,917+15.9% | $103,333-7.0% | $77,643+23.8% |
| Participation rate | 91.3% | 71.6%+19.7pp | 74.5%+16.8pp | 70.6%+20.7pp |
| Annual return | 16.66% | 19.13%-2.5pp | 24.88%-8.2pp | 31.24%-14.6pp |
| Employer contribution / active EE | $4,085 | $3,552+15.0% | $3,868+5.6% | $2,726+49.9% |
| Participant deferral / active EE | $7,208 | $4,108+75.4% | $5,057+42.5% | $4,647+55.1% |
| Admin fee / account holder | $113 | $638-82.3% | $8,355-98.6% | $430-73.7% |