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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $18,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,819 | $54,193-0.7% | $93,606-42.5% | $77,643-30.7% |
| Participation rate | 48.5% | 63.9%-15.5pp | 68.7%-20.2pp | 70.6%-22.1pp |
| Annual return | 12.68% | 30.54%-17.9pp | 133.20%-120.5pp | 31.24%-18.6pp |
| Employer contribution / active EE | $13 | $1,168-98.9% | $2,420-99.4% | $2,726-99.5% |
| Participant deferral / active EE | $2,441 | $3,144-22.4% | $4,411-44.7% | $4,647-47.5% |
| Admin fee / account holder | $90 | $576-84.3% | $8,285-98.9% | $430-79.0% |