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 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $1,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,975 | $43,504-28.8% | $68,793-55.0% | $56,287-45.0% |
| Participation rate | 72.6% | 67.8%+4.8pp | 72.2%+0.4pp | 69.9%+2.8pp |
| Annual return | -2.72% | -3.15%+0.4pp | -4.63%+1.9pp | -9.96%+7.2pp |
| Employer contribution / active EE | $323 | $1,525-78.8% | $2,625-87.7% | $2,111-84.7% |
| Participant deferral / active EE | $2,319 | $2,509-7.6% | $3,311-30.0% | $3,350-30.8% |
| Admin fee / account holder | $7 | $515-98.6% | $5,131-99.9% | $521-98.6% |