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, NA2+ years Filed as: BOKF NA Service code 15 · EIN 46-4181549 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $6,195 |
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 | $36,946 | $101,317-63.5% | $146,958-74.9% | $74,495-50.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.03% | 8730.91%-8710.9pp | 418.34%-398.3pp | 1364.94%-1344.9pp |
| Employer contribution / active EE | $2,709 | $3,810-28.9% | $4,933-45.1% | $2,623+3.3% |
| Participant deferral / active EE | $6,926 | $7,303-5.2% | $8,070-14.2% | $4,346+59.4% |
| Admin fee / account holder | $29 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |