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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $33,582 |
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 | $111,307 | $91,190+22.1% | $178,490-37.6% | $79,858+39.4% |
| Participation rate | 71.9% | 69.2%+2.7pp | 81.9%-10.0pp | 69.6%+2.2pp |
| Annual return | 20.34% | 24.19%-3.9pp | 151.07%-130.7pp | 31.71%-11.4pp |
| Employer contribution / active EE | $1,864 | $3,256-42.8% | $5,011-62.8% | $2,471-24.6% |
| Participant deferral / active EE | $3,914 | $3,236+20.9% | $5,202-24.8% | $3,740+4.6% |
| Admin fee / account holder | $405 | $6,751-94.0% | $13,984-97.1% | $5,306-92.4% |