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, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $490 |
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 | $66,250 | $56,277+17.7% | $80,975-18.2% | $62,891+5.3% |
| Participation rate | 78.3% | 69.0%+9.3pp | 75.8%+2.4pp | 69.3%+9.0pp |
| Annual return | -38.41% | 22.12%-60.5pp | 17.10%-55.5pp | 20.14%-58.6pp |
| Employer contribution / active EE | $885 | $1,943-54.4% | $3,714-76.2% | $2,281-61.2% |
| Participant deferral / active EE | $2,531 | $4,195-39.7% | $5,696-55.6% | $3,203-21.0% |
| Admin fee / account holder | $13 | $3,741-99.7% | $5,516-99.8% | $4,296-99.7% |