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 19 · EIN 73-0780382 | Securities Custodian | $6,605 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $194,756 | $81,908+137.8% | $90,749+114.6% | $64,808+200.5% |
| Participation rate | 93.6% | 80.5%+13.1pp | 75.7%+17.9pp | 71.5%+22.1pp |
| Annual return | -21.85% | -12.53%-9.3pp | -12.16%-9.7pp | 32.82%-54.7pp |
| Employer contribution / active EE | $4,013 | $3,065+30.9% | $2,921+37.4% | $2,506+60.1% |
| Participant deferral / active EE | $9,918 | $4,840+104.9% | $4,564+117.3% | $4,310+130.1% |
| Admin fee / account holder | $7 | $157-95.8% | $8,445-99.9% | $188-96.5% |