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, NA9+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $9,452 |
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 | $217,782 | $84,784+156.9% | $98,439+121.2% | $74,419+192.6% |
| Participation rate | 93.0% | 81.5%+11.5pp | 75.2%+17.9pp | 70.7%+22.3pp |
| Annual return | 18.05% | 20.59%-2.5pp | 21.16%-3.1pp | 34.38%-16.3pp |
| Employer contribution / active EE | $4,458 | $3,364+32.5% | $3,048+46.3% | $2,637+69.0% |
| Participant deferral / active EE | $10,864 | $5,218+108.2% | $4,738+129.3% | $4,528+139.9% |
| Admin fee / account holder | $10 | $204-94.9% | $8,948-99.9% | $348-97.0% |