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, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $394,686 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,961 | $78,339-42.6% | $85,682-47.5% | $93,030-51.7% |
| Participation rate | 61.4% | 72.5%-11.1pp | 69.9%-8.5pp | 73.9%-12.5pp |
| Annual return | 15.26% | 21.17%-5.9pp | 21.49%-6.2pp | 158.70%-143.4pp |
| Employer contribution / active EE | $1,219 | $2,560-52.4% | $2,618-53.5% | $2,706-55.0% |
| Participant deferral / active EE | $2,753 | $3,882-29.1% | $3,923-29.8% | $4,562-39.7% |
| Admin fee / account holder | $94 | $104-9.6% | $6,873-98.6% | $152-38.1% |