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, NA7+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $43,899 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,436 | $63,745-36.6% | $98,442-58.9% | $79,386-49.1% |
| Participation rate | 67.6% | 69.9%-2.2pp | 73.3%-5.7pp | 70.7%-3.1pp |
| Annual return | 14.87% | 625.80%-610.9pp | 1492.73%-1477.9pp | 116.85%-102.0pp |
| Employer contribution / active EE | $1,704 | $2,557-33.4% | $2,960-42.4% | $2,427-29.8% |
| Participant deferral / active EE | $2,609 | $3,303-21.0% | $4,276-39.0% | $4,046-35.5% |
| Admin fee / account holder | $301 | $516-41.7% | $5,949-94.9% | $626-52.0% |