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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $67,090 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,902 | $136,307-47.2% | $177,821-59.6% | $73,488-2.2% |
| Participation rate | 95.6% | 86.1%+9.5pp | 87.7%+7.9pp | 70.7%+24.9pp |
| Annual return | 23.06% | 18.68%+4.4pp | 48.32%-25.3pp | 28.51%-5.4pp |
| Employer contribution / active EE | $5,240 | $3,712+41.2% | $5,918-11.5% | $2,270+130.8% |
| Participant deferral / active EE | $5,398 | $5,829-7.4% | $7,714-30.0% | $3,740+44.4% |
| Admin fee / account holder | $339 | $596-43.1% | $12,427-97.3% | $513-34.0% |