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 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $71,069 |
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 | $30,840 | $52,208-40.9% | $86,612-64.4% | $74,419-58.6% |
| Participation rate | 97.1% | 66.3%+30.8pp | 71.7%+25.4pp | 70.7%+26.4pp |
| Annual return | 17.01% | 44.46%-27.5pp | 591.07%-574.1pp | 34.38%-17.4pp |
| Employer contribution / active EE | $4,091 | $2,282+79.3% | $3,022+35.3% | $2,637+55.1% |
| Participant deferral / active EE | $3,419 | $3,383+1.1% | $4,438-22.9% | $4,528-24.5% |
| Admin fee / account holder | $94 | $319-70.4% | $5,614-98.3% | $348-72.8% |