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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,586 |
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 | $33,918 | $70,908-52.2% | $98,907-65.7% | $73,488-53.8% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.1pp | 70.7%+18.5pp |
| Annual return | 12.45% | 34.17%-21.7pp | 196.43%-184.0pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,135 | $2,036-44.3% | $2,689-57.8% | $2,270-50.0% |
| Participant deferral / active EE | $2,388 | $3,500-31.8% | $4,244-43.7% | $3,740-36.1% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |