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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $35,081 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,216 | $79,694-57.1% | $96,139-64.4% | $79,386-56.9% |
| Participation rate | 97.0% | 54.0%+43.0pp | 68.4%+28.5pp | 70.7%+26.2pp |
| Annual return | 8.40% | 40.84%-32.4pp | 191.94%-183.5pp | 116.85%-108.4pp |
| Employer contribution / active EE | $1,153 | $1,443-20.1% | $2,797-58.8% | $2,427-52.5% |
| Participant deferral / active EE | $2,861 | $2,539+12.7% | $4,349-34.2% | $4,046-29.3% |
| Admin fee / account holder | $119 | $630-81.1% | $5,537-97.9% | $626-81.0% |