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, NA2 years Service code 21 · EIN 73-0780382 | Bank Trustee | $72,350 |
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 | $92,443 | $92,971-0.6% | $96,683-4.4% | $74,419+24.2% |
| Participation rate | 89.2% | 71.5%+17.7pp | 74.3%+14.9pp | 70.7%+18.5pp |
| Annual return | 18.29% | 37.49%-19.2pp | 35.69%-17.4pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,783 | $3,426-18.8% | $3,737-25.5% | $2,637+5.5% |
| Participant deferral / active EE | $7,907 | $3,970+99.2% | $4,878+62.1% | $4,528+74.6% |
| Admin fee / account holder | $136 | $633-78.6% | $6,730-98.0% | $348-61.0% |