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 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $44,928 |
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 | $38,960 | $69,362-43.8% | $101,248-61.5% | $73,488-47.0% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | 12.57% | 18.46%-5.9pp | 46.47%-33.9pp | 28.51%-15.9pp |
| Employer contribution / active EE | $1,070 | $2,628-59.3% | $3,660-70.8% | $2,270-52.9% |
| Participant deferral / active EE | $5,768 | $3,300+74.8% | $4,370+32.0% | $3,740+54.2% |
| Admin fee / account holder | $299 | $704-57.5% | $5,945-95.0% | $513-41.7% |