See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $1,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,363 | $29,548+46.8% | $56,411-23.1% | $77,643-44.2% |
| Participation rate | 15.7% | 32.7%-17.0pp | 52.5%-36.8pp | 70.6%-54.9pp |
| Annual return | 14.96% | 19.01%-4.1pp | 1701.33%-1686.4pp | 31.24%-16.3pp |
| Employer contribution / active EE | $0 | $568-100.0% | $1,039-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $409 | $1,061-61.4% | $1,952-79.0% | $4,647-91.2% |
| Admin fee / account holder | $14 | $1,046-98.7% | $2,829-99.5% | $430-96.8% |