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 9-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, NA5 years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $31,426 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $1,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,134 | $66,528-62.2% | $86,874-71.1% | $86,799-71.0% |
| Participation rate | 39.4% | 72.4%-33.0pp | 71.6%-32.3pp | 72.3%-32.9pp |
| Annual return | 13.03% | 19.56%-6.5pp | 63.52%-50.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $669 | $2,007-66.7% | $2,495-73.2% | $2,405-72.2% |
| Participant deferral / active EE | $1,261 | $3,240-61.1% | $3,699-65.9% | $4,131-69.5% |
| Admin fee / account holder | $149 | $148+0.5% | $5,828-97.4% | $170-12.2% |