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 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $17,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,132 | $63,156-36.5% | $122,332-67.2% | $62,292-35.6% |
| Participation rate | 31.6% | 60.0%-28.4pp | 71.6%-40.1pp | 69.5%-37.9pp |
| Annual return | 18.26% | 20.61%-2.4pp | 30.27%-12.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $539 | $1,385-61.1% | $4,050-86.7% | $2,042-73.6% |
| Participant deferral / active EE | $826 | $2,321-64.4% | $3,287-74.9% | $3,169-73.9% |
| Admin fee / account holder | $233 | $440-47.1% | $5,478-95.8% | $479-51.5% |