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, NA1 year Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $38,120 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,484 | $63,114-43.8% | $92,893-61.8% | $65,185-45.6% |
| Participation rate | 96.9% | 68.8%+28.1pp | 76.0%+20.9pp | 70.2%+26.7pp |
| Annual return | 24.47% | 28.75%-4.3pp | 109.41%-84.9pp | 29.38%-4.9pp |
| Employer contribution / active EE | $633 | $2,571-75.4% | $3,653-82.7% | $2,177-70.9% |
| Participant deferral / active EE | $4,997 | $3,108+60.8% | $4,236+18.0% | $3,514+42.2% |
| Admin fee / account holder | $259 | $624-58.4% | $5,794-95.5% | $847-69.4% |