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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $12,176 |
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 | $64,298 | $78,485-18.1% | $106,213-39.5% | $74,495-13.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 9.44% | 15.95%-6.5pp | 116.14%-106.7pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,886 | $2,523+14.4% | $3,171-9.0% | $2,623+10.0% |
| Participant deferral / active EE | $3,879 | $4,322-10.3% | $5,016-22.7% | $4,346-10.7% |
| Admin fee / account holder | $82 | $2,232-96.3% | $11,033-99.3% | $1,942-95.8% |