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, NA5 years Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $39,929 |
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 | $38,122 | $76,670-50.3% | $96,683-60.6% | $71,457-46.7% |
| Participation rate | 95.0% | 66.6%+28.5pp | 74.3%+20.7pp | 67.9%+27.1pp |
| Annual return | 16.64% | 48.29%-31.7pp | 35.69%-19.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $1,135 | $3,031-62.5% | $3,737-69.6% | $2,588-56.1% |
| Participant deferral / active EE | $6,043 | $3,771+60.2% | $4,878+23.9% | $4,289+40.9% |
| Admin fee / account holder | $268 | $2,028-86.8% | $6,730-96.0% | $1,587-83.1% |