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 Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $30,046 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,716 | $40,113-83.3% | $84,015-92.0% | $77,787-91.4% |
| Participation rate | 91.6% | 62.8%+28.8pp | 69.0%+22.6pp | 73.2%+18.4pp |
| Annual return | 27.32% | 23.27%+4.1pp | 71.31%-44.0pp | 32.57%-5.3pp |
| Employer contribution / active EE | $300 | $847-64.6% | $1,983-84.9% | $2,504-88.0% |
| Participant deferral / active EE | $885 | $2,030-56.4% | $3,239-72.7% | $3,967-77.7% |
| Admin fee / account holder | $15 | $92-83.4% | $6,101-99.8% | $100-84.8% |