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 9-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 | $59,240 |
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 | $26,069 | $47,126-44.7% | $149,673-82.6% | $74,419-65.0% |
| Participation rate | 90.8% | 63.4%+27.4pp | 78.8%+12.0pp | 70.7%+20.0pp |
| Annual return | 16.00% | 22.75%-6.7pp | 134.42%-118.4pp | 34.38%-18.4pp |
| Employer contribution / active EE | $1,141 | $1,905-40.1% | $4,818-76.3% | $2,637-56.7% |
| Participant deferral / active EE | $4,969 | $2,728+82.1% | $5,680-12.5% | $4,528+9.7% |
| Admin fee / account holder | $81 | $343-76.4% | $13,210-99.4% | $348-76.7% |