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, NA1+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,130 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,678 | $53,412-35.1% | $68,509-49.4% | $52,331-33.7% |
| Participation rate | 57.1% | 71.7%-14.5pp | 74.7%-17.6pp | 68.1%-11.0pp |
| Annual return | 0.01% | 3.42%-3.4pp | 8.27%-8.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $293 | $1,607-81.8% | $2,278-87.2% | $1,882-84.5% |
| Participant deferral / active EE | $1,555 | $2,688-42.1% | $3,382-54.0% | $3,022-48.5% |
| Admin fee / account holder | $7 | $461-98.6% | $5,275-99.9% | $592-98.9% |