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, NA10+ years Service code 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $34,928 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,742 | $80,724-13.6% | $103,333-32.5% | $74,495-6.4% |
| Participation rate | 82.0% | 65.7%+16.4pp | 74.5%+7.5pp | 67.2%+14.8pp |
| Annual return | 11.58% | 27.56%-16.0pp | 24.88%-13.3pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,418 | $3,157-23.4% | $3,868-37.5% | $2,623-7.8% |
| Participant deferral / active EE | $3,527 | $3,860-8.6% | $5,057-30.3% | $4,346-18.9% |
| Admin fee / account holder | $182 | $2,368-92.3% | $8,355-97.8% | $1,942-90.6% |