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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $760 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $33,053 | $50,385-34.4% | $75,670-56.3% | $62,292-46.9% |
| Participation rate | 69.8% | 67.7%+2.1pp | 72.3%-2.6pp | 69.5%+0.3pp |
| Annual return | 17.80% | 19.90%-2.1pp | 27.34%-9.5pp | 28.90%-11.1pp |
| Employer contribution / active EE | $294 | $1,537-80.9% | $2,352-87.5% | $2,042-85.6% |
| Participant deferral / active EE | $2,013 | $2,445-17.7% | $3,142-35.9% | $3,169-36.5% |
| Admin fee / account holder | $6 | $384-98.5% | $5,800-99.9% | $479-98.8% |