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, NA10+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,720 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,159 | $81,248-55.5% | $155,509-76.7% | $80,856-55.3% |
| Participation rate | 48.4% | 66.2%-17.9pp | 78.2%-29.8pp | 67.6%-19.3pp |
| Annual return | 12.94% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.7pp |
| Employer contribution / active EE | $520 | $3,100-83.2% | $4,672-88.9% | $2,755-81.1% |
| Participant deferral / active EE | $1,358 | $3,452-60.6% | $5,626-75.9% | $4,296-68.4% |
| Admin fee / account holder | $63 | $7,997-99.2% | $15,912-99.6% | $6,918-99.1% |