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, NA8+ years Filed as: BOKF NA Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74101 | Recordkeeping | $35,159 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,316 | $76,050+34.5% | $96,544+6.0% | $71,457+43.2% |
| Participation rate | 87.4% | 74.4%+13.0pp | 76.0%+11.4pp | 67.9%+19.5pp |
| Annual return | 16.52% | 22.81%-6.3pp | 25.84%-9.3pp | 28.85%-12.3pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,268 | $4,215+25.0% | $4,851+8.6% | $4,289+22.8% |
| Admin fee / account holder | $291 | $2,707-89.3% | $8,252-96.5% | $1,587-81.7% |