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 880 · TULSA, OH 74101 | Securities Custodian | $76,822 |
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 | $105,763 | $130,194-18.8% | $169,993-37.8% | $71,457+48.0% |
| Participation rate | 94.1% | 86.1%+8.0pp | 87.0%+7.1pp | 67.9%+26.2pp |
| Annual return | 18.97% | 20.37%-1.4pp | 53.37%-34.4pp | 28.85%-9.9pp |
| Employer contribution / active EE | $6,531 | $4,381+49.1% | $6,785-3.7% | $2,588+152.4% |
| Participant deferral / active EE | $5,439 | $6,923-21.4% | $10,408-47.7% | $4,289+26.8% |
| Admin fee / account holder | $392 | $966-59.4% | $12,815-96.9% | $1,587-75.3% |