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, NA2 years Service code 21 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $42,983 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,224 | $130,194-38.4% | $169,993-52.8% | $71,457+12.3% |
| Participation rate | 79.8% | 86.1%-6.3pp | 87.0%-7.2pp | 67.9%+11.9pp |
| Annual return | 16.48% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $3,433 | $4,381-21.7% | $6,785-49.4% | $2,588+32.7% |
| Participant deferral / active EE | $5,543 | $6,923-19.9% | $10,408-46.7% | $4,289+29.2% |
| Admin fee / account holder | $367 | $966-62.0% | $12,815-97.1% | $1,587-76.9% |