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 10-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, NA9+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,904 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,682 | $61,272-53.2% | $149,673-80.8% | $71,457-59.9% |
| Participation rate | 30.0% | 62.5%-32.5pp | 78.8%-48.8pp | 67.9%-37.9pp |
| Annual return | 17.76% | 35.85%-18.1pp | 134.42%-116.7pp | 28.85%-11.1pp |
| Employer contribution / active EE | $378 | $2,378-84.1% | $4,818-92.2% | $2,588-85.4% |
| Participant deferral / active EE | $1,168 | $2,917-60.0% | $5,680-79.4% | $4,289-72.8% |
| Admin fee / account holder | $57 | $1,261-95.5% | $13,210-99.6% | $1,587-96.4% |