See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $5,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,024 | $52,293-69.4% | $178,490-91.0% | $73,409-78.2% |
| Participation rate | 45.5% | 65.3%-19.9pp | 81.9%-36.5pp | 72.2%-26.7pp |
| Annual return | 23.23% | 34.75%-11.5pp | 151.07%-127.8pp | 59.29%-36.1pp |
| Employer contribution / active EE | $309 | $1,735-82.2% | $5,011-93.8% | $2,234-86.1% |
| Participant deferral / active EE | $1,042 | $2,332-55.3% | $5,202-80.0% | $3,805-72.6% |
| Admin fee / account holder | $22 | $127-82.6% | $13,984-99.8% | $158-86.0% |