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, NA1+ years Service code 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $12,018 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $36,965 | $50,498-26.8% | $75,781-51.2% | $55,191-33.0% |
| Participation rate | 40.1% | 69.4%-29.4pp | 75.8%-35.7pp | 69.2%-29.1pp |
| Annual return | -1.86% | 1.80%-3.7pp | 9.68%-11.5pp | 10.78%-12.6pp |
| Employer contribution / active EE | $1,240 | $2,291-45.8% | $3,323-62.7% | $1,899-34.7% |
| Participant deferral / active EE | $1,914 | $2,589-26.1% | $3,651-47.6% | $3,046-37.2% |
| Admin fee / account holder | $77 | $123-37.1% | $5,299-98.5% | $91-14.7% |