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, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $92,033 |
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 | $128,711 | $122,239+5.3% | $184,203-30.1% | $74,495+72.8% |
| Participation rate | 91.0% | 85.5%+5.5pp | 86.8%+4.2pp | 67.2%+23.8pp |
| Annual return | 14.43% | 19.95%-5.5pp | 28.81%-14.4pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $6,772 | $4,537+49.2% | $6,427+5.4% | $2,623+158.2% |
| Participant deferral / active EE | $5,705 | $7,139-20.1% | $9,131-37.5% | $4,346+31.3% |
| Admin fee / account holder | $479 | $1,260-61.9% | $13,901-96.6% | $1,942-75.3% |