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, NA9+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $45,683 |
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 | $43,454 | $58,264-25.4% | $86,612-49.8% | $71,457-39.2% |
| Participation rate | 65.7% | 65.0%+0.7pp | 71.7%-6.0pp | 67.9%-2.2pp |
| Annual return | 19.13% | 21.63%-2.5pp | 591.07%-571.9pp | 28.85%-9.7pp |
| Employer contribution / active EE | $1,920 | $2,574-25.4% | $3,022-36.5% | $2,588-25.8% |
| Participant deferral / active EE | $2,779 | $3,436-19.1% | $4,438-37.4% | $4,289-35.2% |
| Admin fee / account holder | $325 | $1,057-69.2% | $5,614-94.2% | $1,587-79.5% |