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, NA3 years Service code 19 · EIN 73-0780382 | Securities Custodian | $56,069 |
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 | $98,785 | $82,917+19.1% | $103,333-4.4% | $77,643+27.2% |
| Participation rate | 90.1% | 71.6%+18.6pp | 74.5%+15.6pp | 70.6%+19.6pp |
| Annual return | 13.87% | 19.13%-5.3pp | 24.88%-11.0pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,813 | $3,552-20.8% | $3,868-27.3% | $2,726+3.2% |
| Participant deferral / active EE | $8,254 | $4,108+100.9% | $5,057+63.2% | $4,647+77.6% |
| Admin fee / account holder | $96 | $638-84.9% | $8,355-98.8% | $430-77.7% |