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 Filed as: BOKF NA Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $6,467 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,998 | $65,435+29.9% | $86,677-1.9% | $66,914+27.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -15.84% | -10.89%-5.0pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,979 | $4,100+21.4% | $4,656+7.0% | $4,237+17.5% |
| Admin fee / account holder | $52 | $642-91.9% | $7,493-99.3% | $593-91.2% |