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, NA10+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $9,157 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $249,734 | $92,055+171.3% | $106,213+135.1% | $77,643+221.6% |
| Participation rate | 96.6% | 81.0%+15.5pp | 75.3%+21.3pp | 70.6%+26.0pp |
| Annual return | 12.16% | 17.91%-5.7pp | 116.14%-104.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $4,695 | $3,367+39.4% | $3,171+48.0% | $2,726+72.3% |
| Participant deferral / active EE | $11,527 | $5,386+114.0% | $5,016+129.8% | $4,647+148.0% |
| Admin fee / account holder | $20 | $219-91.0% | $11,033-99.8% | $430-95.4% |