See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $32,118 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,044 | $58,694+17.6% | $142,863-51.7% | $85,850-19.6% |
| Participation rate | 65.4% | 58.5%+7.0pp | 71.9%-6.5pp | 69.3%-3.9pp |
| Annual return | 13.56% | 27.72%-14.2pp | 5637.54%-5624.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,434 | $1,423+0.8% | $4,144-65.4% | $2,565-44.1% |
| Participant deferral / active EE | $2,161 | $2,607-17.1% | $3,837-43.7% | $3,952-45.3% |
| Admin fee / account holder | $485 | $4,239-88.6% | $6,560-92.6% | $6,260-92.3% |