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 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $36,795 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,966 | $50,815-35.1% | $155,509-78.8% | $77,643-57.5% |
| Participation rate | 71.7% | 63.1%+8.6pp | 78.2%-6.5pp | 70.6%+1.1pp |
| Annual return | 13.11% | 34.80%-21.7pp | 64.67%-51.6pp | 31.24%-18.1pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,636 | $2,822-6.6% | $5,626-53.1% | $4,647-43.3% |
| Admin fee / account holder | $76 | $437-82.6% | $15,912-99.5% | $430-82.4% |