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, NA6 years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $70,767 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,844 | $47,722-39.6% | $82,719-65.1% | $64,808-55.5% |
| Participation rate | 99.1% | 67.6%+31.5pp | 72.6%+26.5pp | 71.5%+27.6pp |
| Annual return | -14.90% | -13.05%-1.9pp | 701.18%-716.1pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,939 | $2,179+80.7% | $3,009+30.9% | $2,506+57.2% |
| Participant deferral / active EE | $3,494 | $3,329+4.9% | $4,395-20.5% | $4,310-18.9% |
| Admin fee / account holder | $112 | $143-21.3% | $5,329-97.9% | $188-40.1% |