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 8-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, NA5 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $2,630 |
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 | $132,340 | $122,239+8.3% | $184,200-28.2% | $74,546+77.5% |
| Participation rate | 98.8% | 85.5%+13.4pp | 86.8%+12.0pp | 67.2%+31.6pp |
| Annual return | 21.67% | 19.95%+1.7pp | 28.80%-7.1pp | 1366.03%-1344.4pp |
| Employer contribution / active EE | $10,284 | $4,537+126.6% | $6,424+60.1% | $2,624+291.9% |
| Participant deferral / active EE | $15,001 | $7,139+110.1% | $9,132+64.3% | $4,347+245.1% |
| Admin fee / account holder | $11 | $1,260-99.1% | $13,907-99.9% | $1,944-99.4% |