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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,488 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,184 | $54,590-20.9% | $81,930-47.3% | $73,488-41.2% |
| Participation rate | 67.1% | 68.3%-1.2pp | 72.0%-4.9pp | 70.7%-3.6pp |
| Annual return | 14.50% | 17.74%-3.2pp | 29.49%-15.0pp | 28.51%-14.0pp |
| Employer contribution / active EE | $266 | $1,636-83.7% | $4,310-93.8% | $2,270-88.3% |
| Participant deferral / active EE | $1,972 | $2,759-28.5% | $7,107-72.2% | $3,740-47.3% |
| Admin fee / account holder | $35 | $592-94.1% | $5,158-99.3% | $513-93.2% |