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 Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $1,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,920 | $86,332-58.4% | $125,175-71.3% | $65,185-44.9% |
| Participation rate | 55.3% | 75.3%-20.1pp | 79.8%-24.5pp | 70.2%-14.9pp |
| Annual return | 22.31% | 27.43%-5.1pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $792 | $2,040-61.2% | $3,865-79.5% | $2,177-63.6% |
| Participant deferral / active EE | $1,115 | $3,537-68.5% | $4,937-77.4% | $3,514-68.3% |
| Admin fee / account holder | $24 | $609-96.0% | $9,702-99.7% | $847-97.1% |