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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,715 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,723 | $72,607-57.7% | $90,749-66.1% | $66,914-54.1% |
| Participation rate | 86.0% | 73.7%+12.3pp | 75.7%+10.3pp | 69.8%+16.2pp |
| Annual return | -15.77% | -12.28%-3.5pp | -12.16%-3.6pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,335 | $2,369-43.6% | $2,921-54.3% | $2,544-47.5% |
| Participant deferral / active EE | $2,649 | $3,977-33.4% | $4,564-42.0% | $4,237-37.5% |
| Admin fee / account holder | $15 | $707-97.9% | $8,445-99.8% | $593-97.5% |