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, NA9+ years Service code 19 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $1,395 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,689 | $26,114+71.1% | $58,482-23.6% | $74,419-39.9% |
| Participation rate | 15.2% | 32.1%-16.9pp | 50.9%-35.6pp | 70.7%-55.5pp |
| Annual return | 16.82% | 32.51%-15.7pp | 4239.32%-4222.5pp | 34.38%-17.6pp |
| Employer contribution / active EE | $0 | $536-100.0% | $1,053-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $395 | $1,075-63.3% | $1,924-79.5% | $4,528-91.3% |
| Admin fee / account holder | $6 | $649-99.1% | $2,516-99.8% | $348-98.4% |