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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $2,820 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $44,947 | $63,299-29.0% | $91,001-50.6% | $62,292-27.8% |
| Participation rate | 54.5% | 73.3%-18.9pp | 75.6%-21.2pp | 69.5%-15.1pp |
| Annual return | 17.13% | 20.99%-3.9pp | 4.60%+12.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $315 | $1,807-82.6% | $2,456-87.2% | $2,042-84.6% |
| Participant deferral / active EE | $1,691 | $2,943-42.5% | $3,547-52.3% | $3,169-46.7% |
| Admin fee / account holder | $6 | $468-98.6% | $5,417-99.9% | $479-98.7% |