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, NA10+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $37,895 |
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 | $55,950 | $60,323-7.3% | $81,812-31.6% | $74,495-24.9% |
| Participation rate | 61.9% | 62.9%-1.0pp | 72.3%-10.4pp | 67.2%-5.3pp |
| Annual return | 14.78% | 16.90%-2.1pp | 773.79%-759.0pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,843 | $2,620-29.7% | $2,912-36.7% | $2,623-29.7% |
| Participant deferral / active EE | $3,035 | $3,387-10.4% | $4,319-29.7% | $4,346-30.2% |
| Admin fee / account holder | $528 | $1,486-64.5% | $7,386-92.9% | $1,942-72.8% |