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, NA1 year Service code 19 · EIN 73-0780382 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $4,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,317 | $58,879-58.7% | $178,490-86.4% | $73,488-66.9% |
| Participation rate | 61.3% | 66.2%-4.9pp | 81.9%-20.6pp | 70.7%-9.4pp |
| Annual return | 18.78% | 24.86%-6.1pp | 151.07%-132.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $597 | $2,236-73.3% | $5,011-88.1% | $2,270-73.7% |
| Participant deferral / active EE | $1,052 | $2,567-59.0% | $5,202-79.8% | $3,740-71.9% |
| Admin fee / account holder | $57 | $400-85.6% | $13,984-99.6% | $513-88.8% |