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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $59,685 |
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.
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 | $6,967 | $39,973-82.6% | $79,550-91.2% | $77,904-91.1% |
| Participation rate | 93.0% | 64.6%+28.4pp | 69.5%+23.5pp | 73.7%+19.3pp |
| Annual return | -20.38% | 3.42%-23.8pp | 0.16%-20.5pp | 12.21%-32.6pp |
| Employer contribution / active EE | $406 | $1,088-62.7% | $2,413-83.2% | $2,848-85.7% |
| Participant deferral / active EE | $1,427 | $2,774-48.5% | $3,985-64.2% | $4,806-70.3% |
| Admin fee / account holder | $23 | $113-79.4% | $6,832-99.7% | $133-82.5% |