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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $76,404 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,946 | $102,553-17.2% | $151,611-44.0% | $66,914+26.9% |
| Participation rate | 94.4% | 85.5%+8.9pp | 87.5%+6.9pp | 69.8%+24.6pp |
| Annual return | -20.37% | -10.82%-9.6pp | 3.33%-23.7pp | 1.58%-22.0pp |
| Employer contribution / active EE | $8,132 | $4,180+94.5% | $6,166+31.9% | $2,544+219.6% |
| Participant deferral / active EE | $6,149 | $6,641-7.4% | $8,363-26.5% | $4,237+45.1% |
| Admin fee / account holder | $394 | $630-37.4% | $11,616-96.6% | $593-33.6% |