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, NA10+ years Service code 21 P.O. BOX 2300 · TULSA, OK 74102 | Bank Trustee | $404,546 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,914 | $81,357-26.4% | $75,972-21.1% | $199,593-70.0% |
| Participation rate | 60.0% | 69.9%-9.9pp | 69.1%-9.0pp | 72.0%-12.0pp |
| Annual return | 15.51% | 16.32%-0.8pp | 359.55%-344.0pp | 34.25%-18.7pp |
| Employer contribution / active EE | $1,408 | $3,341-57.8% | $2,685-47.5% | $3,034-53.6% |
| Participant deferral / active EE | $3,169 | $4,710-32.7% | $4,255-25.5% | $5,087-37.7% |
| Admin fee / account holder | $129 | $144-10.8% | $6,467-98.0% | $269-52.1% |