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, NA1+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $28,683 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,008 | $31,810-87.4% | $64,105-93.7% | $59,188-93.2% |
| Participation rate | 100.0% | 57.7%+42.3pp | 68.2%+31.8pp | 69.4%+30.6pp |
| Annual return | -7.63% | 9.41%-17.0pp | 791.24%-798.9pp | 5.51%-13.1pp |
| Employer contribution / active EE | $209 | $659-68.2% | $1,820-88.5% | $2,098-90.0% |
| Participant deferral / active EE | $727 | $1,582-54.1% | $2,822-74.2% | $3,265-77.7% |
| Admin fee / account holder | $0 | $57-100.0% | $4,499-100.0% | $92-100.0% |