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, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $68,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,025 | $121,341-25.0% | $189,513-52.0% | $79,386+14.7% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.8%+8.5pp | 70.7%+25.6pp |
| Annual return | 23.32% | 21.08%+2.2pp | 555.15%-531.8pp | 116.85%-93.5pp |
| Employer contribution / active EE | $6,353 | $3,915+62.3% | $6,162+3.1% | $2,427+161.7% |
| Participant deferral / active EE | $5,561 | $6,395-13.0% | $8,221-32.4% | $4,046+37.5% |
| Admin fee / account holder | $330 | $651-49.3% | $12,045-97.3% | $626-47.3% |