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, NA7 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $27,074 |
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 | $62,405 | $48,335+29.1% | $121,098-48.5% | $71,457-12.7% |
| Participation rate | 28.3% | 54.3%-25.9pp | 69.5%-41.1pp | 67.9%-39.6pp |
| Annual return | 19.52% | 23.32%-3.8pp | 985.75%-966.2pp | 28.85%-9.3pp |
| Employer contribution / active EE | $715 | $1,489-51.9% | $4,164-82.8% | $2,588-72.4% |
| Participant deferral / active EE | $1,042 | $2,754-62.2% | $4,080-74.5% | $4,289-75.7% |
| Admin fee / account holder | $407 | $1,841-77.9% | $5,644-92.8% | $1,587-74.3% |