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, NA3 years Service code 21 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $54,357 |
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 | $96,751 | $122,239-20.9% | $184,203-47.5% | $74,495+29.9% |
| Participation rate | 79.2% | 85.5%-6.2pp | 86.8%-7.6pp | 67.2%+12.0pp |
| Annual return | 12.59% | 19.95%-7.4pp | 28.81%-16.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $3,623 | $4,537-20.2% | $6,427-43.6% | $2,623+38.1% |
| Participant deferral / active EE | $5,581 | $7,139-21.8% | $9,131-38.9% | $4,346+28.4% |
| Admin fee / account holder | $465 | $1,260-63.1% | $13,901-96.7% | $1,942-76.0% |