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 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $23,865 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $51,193 | $46,722+9.6% | $130,648-60.8% | $65,185-21.5% |
| Participation rate | 32.8% | 60.9%-28.1pp | 71.7%-39.0pp | 70.2%-37.4pp |
| Annual return | 22.50% | 24.17%-1.7pp | 1708.96%-1686.5pp | 29.38%-6.9pp |
| Employer contribution / active EE | $662 | $1,488-55.5% | $4,092-83.8% | $2,177-69.6% |
| Participant deferral / active EE | $1,080 | $2,545-57.6% | $3,603-70.0% | $3,514-69.3% |
| Admin fee / account holder | $335 | $453-26.1% | $5,464-93.9% | $847-60.5% |