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, NA8+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $46,433 |
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 | $38,422 | $54,350-29.3% | $82,719-53.6% | $68,494-43.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -18.68% | -13.67%-5.0pp | 701.18%-719.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,667 | $2,218+20.2% | $3,009-11.4% | $2,596+2.7% |
| Participant deferral / active EE | $4,067 | $3,246+25.3% | $4,395-7.5% | $4,027+1.0% |
| Admin fee / account holder | $347 | $4,395-92.1% | $5,329-93.5% | $5,403-93.6% |