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, NA4 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $51,114 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,432 | $64,119-44.7% | $112,228-68.4% | $66,914-47.0% |
| Participation rate | 97.1% | 68.5%+28.6pp | 75.1%+22.0pp | 69.8%+27.3pp |
| Annual return | -15.86% | -13.81%-2.1pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,017 | $3,005-66.2% | $3,635-72.0% | $2,544-60.0% |
| Participant deferral / active EE | $5,752 | $3,693+55.8% | $4,728+21.7% | $4,237+35.8% |
| Admin fee / account holder | $366 | $625-41.5% | $6,410-94.3% | $593-38.3% |