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 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $17,062 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,525 | $129,021+20.5% | $184,203-15.6% | $77,643+100.3% |
| Participation rate | 72.2% | 87.3%-15.1pp | 86.8%-14.6pp | 70.6%+1.6pp |
| Annual return | 12.86% | 33.27%-20.4pp | 28.81%-16.0pp | 31.24%-18.4pp |
| Employer contribution / active EE | $1,602 | $4,413-63.7% | $6,427-75.1% | $2,726-41.2% |
| Participant deferral / active EE | $4,684 | $7,297-35.8% | $9,131-48.7% | $4,647+0.8% |
| Admin fee / account holder | $55 | $254-78.3% | $13,901-99.6% | $430-87.2% |