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+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $420 |
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 | $24,895 | $43,550-42.8% | $63,517-60.8% | $52,331-52.4% |
| Participation rate | 78.0% | 65.7%+12.4pp | 71.0%+7.0pp | 68.1%+9.9pp |
| Annual return | -0.37% | 2.03%-2.4pp | -70.30%+69.9pp | 4.54%-4.9pp |
| Employer contribution / active EE | $348 | $1,351-74.2% | $2,322-85.0% | $1,882-81.5% |
| Participant deferral / active EE | $2,394 | $2,254+6.2% | $2,953-19.0% | $3,022-20.8% |
| Admin fee / account holder | $3 | $387-99.2% | $5,892-99.9% | $592-99.5% |