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 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $23,472 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,667 | $44,221-10.3% | $121,196-67.3% | $56,287-29.5% |
| Participation rate | 28.7% | 61.1%-32.3pp | 71.7%-43.0pp | 69.9%-41.1pp |
| Annual return | -6.86% | -3.58%-3.3pp | 16.93%-23.8pp | -9.96%+3.1pp |
| Employer contribution / active EE | $576 | $1,480-61.1% | $4,022-85.7% | $2,111-72.7% |
| Participant deferral / active EE | $896 | $2,521-64.4% | $3,344-73.2% | $3,350-73.2% |
| Admin fee / account holder | $324 | $480-32.6% | $5,019-93.5% | $521-37.8% |