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 9-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, NA3 years Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $31,356 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,635 | $82,917-72.7% | $103,333-78.1% | $77,643-70.8% |
| Participation rate | 41.0% | 71.6%-30.6pp | 74.5%-33.5pp | 70.6%-29.6pp |
| Annual return | 14.09% | 19.13%-5.0pp | 24.88%-10.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $849 | $4,108-79.3% | $5,057-83.2% | $4,647-81.7% |
| Admin fee / account holder | $247 | $638-61.3% | $8,355-97.0% | $430-42.6% |