See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,153 |
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 | $33,635 | $78,485-57.1% | $106,213-68.3% | $74,495-54.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.54% | 15.95%-3.4pp | 116.14%-103.6pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $1,360 | $2,523-46.1% | $3,171-57.1% | $2,623-48.2% |
| Participant deferral / active EE | $3,253 | $4,322-24.7% | $5,016-35.2% | $4,346-25.2% |
| Admin fee / account holder | $31 | $2,232-98.6% | $11,033-99.7% | $1,942-98.4% |