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, NA4 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $39,107 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,837 | $73,867+39.2% | $143,757-28.5% | $68,494+50.1% |
| Participation rate | 64.4% | 66.7%-2.3pp | 80.3%-15.9pp | 67.9%-3.5pp |
| Annual return | -19.36% | 1.01%-20.4pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,605 | $3,184-49.6% | $4,951-67.6% | $2,596-38.2% |
| Participant deferral / active EE | $4,531 | $3,384+33.9% | $5,637-19.6% | $4,027+12.5% |
| Admin fee / account holder | $548 | $5,755-90.5% | $14,673-96.3% | $5,403-89.9% |