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 19 · EIN 73-0780382 | Securities Custodian | $7,514 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,312 | $93,131+192.4% | $106,548+155.6% | $86,799+213.7% |
| Participation rate | 77.0% | 81.4%-4.5pp | 76.1%+0.8pp | 72.3%+4.7pp |
| Annual return | 13.03% | 19.45%-6.4pp | 26.80%-13.8pp | 97.91%-84.9pp |
| Employer contribution / active EE | $3,487 | $2,895+20.4% | $2,819+23.7% | $2,405+45.0% |
| Participant deferral / active EE | $7,609 | $4,708+61.6% | $4,398+73.0% | $4,131+84.2% |
| Admin fee / account holder | $11 | $145-92.4% | $7,407-99.9% | $170-93.5% |