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, NA11+ years Service code 21 P.O. BOX 2300 · TULSA, OK 74102 | Bank Trustee | $471,109 |
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 | $69,207 | $94,876-27.1% | $82,389-16.0% | $102,872-32.7% |
| Participation rate | 62.2% | 70.6%-8.4pp | 69.5%-7.3pp | 73.0%-10.8pp |
| Annual return | 16.99% | 17.83%-0.8pp | 28.67%-11.7pp | 19.06%-2.1pp |
| Employer contribution / active EE | $1,511 | $3,789-60.1% | $2,517-40.0% | $3,526-57.2% |
| Participant deferral / active EE | $3,410 | $4,496-24.2% | $4,155-17.9% | $5,535-38.4% |
| Admin fee / account holder | $145 | $214-32.3% | $7,231-98.0% | $292-50.5% |