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, NA5+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,342 |
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 | $48,743 | $52,953-8.0% | $172,739-71.8% | $65,185-25.2% |
| Participation rate | 65.9% | 66.2%-0.3pp | 82.6%-16.8pp | 70.2%-4.3pp |
| Annual return | 22.84% | 30.12%-7.3pp | 802.84%-780.0pp | 29.38%-6.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,649 | $2,471+47.7% | $5,198-29.8% | $3,514+3.9% |
| Admin fee / account holder | $35 | $472-92.5% | $13,954-99.7% | $847-95.8% |