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.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA2+ years Service code 19 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,604 | $71,516-74.0% | $98,439-81.1% | $71,457-74.0% |
| Participation rate | 49.7% | 72.7%-23.0pp | 75.2%-25.4pp | 67.9%-18.2pp |
| Annual return | 23.08% | 32.41%-9.3pp | 21.16%+1.9pp | 28.85%-5.8pp |
| Employer contribution / active EE | $658 | $2,399-72.6% | $3,048-78.4% | $2,588-74.6% |
| Participant deferral / active EE | $2,845 | $4,109-30.7% | $4,738-39.9% | $4,289-33.7% |
| Admin fee / account holder | $3 | $1,675-99.8% | $8,948-100.0% | $1,587-99.8% |