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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $346,853 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,943 | $67,598-52.7% | $75,886-57.9% | $77,787-58.9% |
| Participation rate | 65.4% | 69.6%-4.2pp | 69.3%-3.9pp | 73.2%-7.8pp |
| Annual return | 26.58% | 23.18%+3.4pp | 30.76%-4.2pp | 32.57%-6.0pp |
| Employer contribution / active EE | $1,192 | $2,430-50.9% | $2,500-52.3% | $2,504-52.4% |
| Participant deferral / active EE | $2,628 | $3,502-24.9% | $3,603-27.1% | $3,967-33.8% |
| Admin fee / account holder | $74 | $96-23.4% | $5,418-98.6% | $100-26.2% |