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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $27,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,097 | $101,724+31.8% | $164,813-18.6% | $80,856+65.8% |
| Participation rate | 69.2% | 71.8%-2.6pp | 78.6%-9.4pp | 67.6%+1.6pp |
| Annual return | 8.26% | 16.72%-8.5pp | 69.93%-61.7pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,284 | $2,953-22.7% | $4,341-47.4% | $2,755-17.1% |
| Participant deferral / active EE | $5,368 | $4,477+19.9% | $6,031-11.0% | $4,296+25.0% |
| Admin fee / account holder | $439 | $8,227-94.7% | $12,690-96.5% | $6,918-93.7% |