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, NA5 years Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $24,576 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,680 | $86,655-45.0% | $119,609-60.1% | $66,914-28.7% |
| Participation rate | 42.1% | 75.6%-33.5pp | 79.3%-37.2pp | 69.8%-27.7pp |
| Annual return | -17.21% | -8.00%-9.2pp | -14.97%-2.2pp | 1.58%-18.8pp |
| Employer contribution / active EE | $887 | $2,536-65.0% | $4,232-79.0% | $2,544-65.1% |
| Participant deferral / active EE | $1,563 | $4,358-64.1% | $5,602-72.1% | $4,237-63.1% |
| Admin fee / account holder | $396 | $755-47.5% | $10,323-96.2% | $593-33.2% |