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.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA1+ years Filed as: BOKF NA Service code 15 · EIN 46-4181549 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $4,488 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,593 | $91,407-68.7% | $135,903-79.0% | $71,457-60.0% |
| Participation rate | 97.7% | 75.7%+22.1pp | 81.9%+15.8pp | 67.9%+29.8pp |
| Annual return | 0.00% | 29.90%-29.9pp | 68.23%-68.2pp | 28.85%-28.8pp |
| Employer contribution / active EE | $3,034 | $3,703-18.1% | $4,856-37.5% | $2,588+17.3% |
| Participant deferral / active EE | $7,695 | $7,092+8.5% | $7,758-0.8% | $4,289+79.4% |
| Admin fee / account holder | $24 | $1,266-98.1% | $10,762-99.8% | $1,587-98.5% |