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, NA4+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,098 | $47,977-16.4% | $154,107-74.0% | $56,287-28.8% |
| Participation rate | 60.8% | 66.2%-5.4pp | 83.0%-22.3pp | 69.9%-9.1pp |
| Annual return | -5.04% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $3,493 | $2,392+46.1% | $5,081-31.2% | $3,350+4.3% |
| Admin fee / account holder | $4 | $438-99.1% | $13,411-100.0% | $521-99.2% |