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 | $357,769 |
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 | $40,737 | $74,462-45.3% | $81,983-50.3% | $90,288-54.9% |
| Participation rate | 65.6% | 69.7%-4.1pp | 69.2%-3.7pp | 73.4%-7.8pp |
| Annual return | 17.84% | 17.56%+0.3pp | 41.31%-23.5pp | 53.97%-36.1pp |
| Employer contribution / active EE | $1,244 | $2,334-46.7% | $2,498-50.2% | $2,524-50.7% |
| Participant deferral / active EE | $2,907 | $3,602-19.3% | $3,722-21.9% | $4,232-31.3% |
| Admin fee / account holder | $90 | $98-8.4% | $5,664-98.4% | $114-21.3% |