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 9-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 · EIN 73-0780382 | Securities Custodian | $2,471 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,430 | $81,474-62.7% | $133,956-77.3% | $73,488-58.6% |
| Participation rate | 62.2% | 76.4%-14.1pp | 79.8%-17.6pp | 70.7%-8.4pp |
| Annual return | 24.29% | 19.40%+4.9pp | 45.09%-20.8pp | 28.51%-4.2pp |
| Employer contribution / active EE | $1,694 | $2,209-23.3% | $3,919-56.8% | $2,270-25.4% |
| Participant deferral / active EE | $3,313 | $3,786-12.5% | $5,048-34.4% | $3,740-11.4% |
| Admin fee / account holder | $26 | $713-96.4% | $8,927-99.7% | $513-95.0% |