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, NA6 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $27,919 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,969 | $45,602+11.8% | $117,472-56.6% | $66,914-23.8% |
| Participation rate | 31.1% | 57.6%-26.5pp | 70.6%-39.4pp | 69.8%-38.7pp |
| Annual return | -16.44% | -16.74%+0.3pp | 29.74%-46.2pp | 1.58%-18.0pp |
| Employer contribution / active EE | $686 | $1,579-56.5% | $4,176-83.6% | $2,544-73.0% |
| Participant deferral / active EE | $991 | $2,845-65.2% | $4,070-75.6% | $4,237-76.6% |
| Admin fee / account holder | $417 | $661-36.9% | $5,645-92.6% | $593-29.7% |