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 8-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, NA4 years Filed as: BOK FINANCIAL Service code 27 · EIN 73-0780382 | Advisory (Plan) | $56,318 |
LPL FINANCIAL5+ years Filed as: LPL FINANCIAL LLC Service code 61 · EIN 04-3046611 | Finders' fees / placement fees | $0 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,538 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $77,616 | $106,236-26.9% | $112,228-30.8% | $64,808+19.8% |
| Participation rate | 65.3% | 71.7%-6.4pp | 75.1%-9.8pp | 71.5%-6.2pp |
| Annual return | -14.10% | -6.02%-8.1pp | 27.45%-41.6pp | 32.82%-46.9pp |
| Employer contribution / active EE | $1,806 | $3,166-43.0% | $3,635-50.3% | $2,506-27.9% |
| Participant deferral / active EE | $5,723 | $3,785+51.2% | $4,728+21.0% | $4,310+32.8% |
| Admin fee / account holder | $69 | $452-84.7% | $6,410-98.9% | $188-63.2% |