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, NA7 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $64,150 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,867 | $50,815-45.2% | $155,509-82.1% | $77,643-64.1% |
| Participation rate | 94.8% | 63.1%+31.7pp | 78.2%+16.6pp | 70.6%+24.2pp |
| Annual return | 14.30% | 34.80%-20.5pp | 64.67%-50.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,099 | $1,993-44.9% | $4,672-76.5% | $2,726-59.7% |
| Participant deferral / active EE | $4,653 | $2,822+64.9% | $5,626-17.3% | $4,647+0.1% |
| Admin fee / account holder | $80 | $437-81.7% | $15,912-99.5% | $430-81.5% |