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, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $27,920 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $24,478 | $36,916-33.7% | $156,549-84.4% | $57,658-57.5% |
| Participation rate | 63.5% | 63.4%+0.1pp | 84.0%-20.5pp | 70.2%-6.7pp |
| Annual return | 12.08% | 12.38%-0.3pp | 32.23%-20.1pp | 5.13%+6.9pp |
| Employer contribution / active EE | $512 | $1,571-67.4% | $5,501-90.7% | $1,974-74.0% |
| Participant deferral / active EE | $1,891 | $1,926-1.8% | $4,871-61.2% | $3,061-38.2% |
| Admin fee / account holder | $69 | $82-16.3% | $13,027-99.5% | $95-26.9% |