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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,194 |
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 | $59,651 | $58,879+1.3% | $178,490-66.6% | $73,488-18.8% |
| Participation rate | 62.5% | 66.2%-3.7pp | 81.9%-19.4pp | 70.7%-8.2pp |
| Annual return | 18.56% | 24.86%-6.3pp | 151.07%-132.5pp | 28.51%-10.0pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,715 | $2,567+44.7% | $5,202-28.6% | $3,740-0.7% |
| Admin fee / account holder | $34 | $400-91.6% | $13,984-99.8% | $513-93.4% |