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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,529 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $93,067 | $64,909+43.4% | $82,313+13.1% | $62,292+49.4% |
| Participation rate | 90.3% | 74.9%+15.4pp | 76.9%+13.4pp | 69.5%+20.8pp |
| Annual return | 12.44% | 21.18%-8.7pp | 25.88%-13.4pp | 28.90%-16.5pp |
| Employer contribution / active EE | $1,489 | $1,676-11.1% | $2,428-38.7% | $2,042-27.1% |
| Participant deferral / active EE | $3,372 | $3,103+8.7% | $3,706-9.0% | $3,169+6.4% |
| Admin fee / account holder | $16 | $440-96.5% | $5,608-99.7% | $479-96.8% |