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 year Service code 25 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Directed Trustee | $41,318 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,860 | $102,553-34.8% | $151,611-55.9% | $66,914-0.1% |
| Participation rate | 80.3% | 85.5%-5.2pp | 87.5%-7.2pp | 69.8%+10.5pp |
| Annual return | -0.35% | -10.82%+10.5pp | 3.33%-3.7pp | 1.58%-1.9pp |
| Employer contribution / active EE | $3,309 | $4,180-20.9% | $6,166-46.3% | $2,544+30.0% |
| Participant deferral / active EE | $5,372 | $6,641-19.1% | $8,363-35.8% | $4,237+26.8% |
| Admin fee / account holder | $380 | $630-39.7% | $11,616-96.7% | $593-36.0% |