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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,174 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,996 | $71,516-13.3% | $98,439-37.0% | $71,457-13.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 11.80% | 32.41%-20.6pp | 21.16%-9.4pp | 28.85%-17.0pp |
| Employer contribution / active EE | $7,217 | $2,399+200.8% | $3,048+136.8% | $2,588+178.9% |
| Participant deferral / active EE | $3,870 | $4,109-5.8% | $4,738-18.3% | $4,289-9.8% |
| Admin fee / account holder | $35 | $1,675-97.9% | $8,948-99.6% | $1,587-97.8% |