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, NA6 years Filed as: BOKF,NA Service code 25 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $22,187 |
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 | $59,054 | $82,978-28.8% | $129,995-54.6% | $71,457-17.4% |
| Participation rate | 45.1% | 74.1%-29.0pp | 78.5%-33.4pp | 67.9%-22.8pp |
| Annual return | 16.06% | 20.60%-4.5pp | -137.18%+153.2pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,047 | $2,622-60.1% | $4,320-75.8% | $2,588-59.5% |
| Participant deferral / active EE | $1,980 | $4,432-55.3% | $5,820-66.0% | $4,289-53.8% |
| Admin fee / account holder | $363 | $1,729-79.0% | $10,614-96.6% | $1,587-77.1% |