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 Filed as: BOKF, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $110,485 |
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 | $79,319 | $73,404+8.1% | $87,100-8.9% | $67,579+17.4% |
| Participation rate | 98.0% | 80.9%+17.2pp | 76.9%+21.2pp | 71.3%+26.8pp |
| Annual return | 20.38% | 48.29%-27.9pp | 28.19%-7.8pp | 378.56%-358.2pp |
| Employer contribution / active EE | $1,602 | $2,014-20.5% | $2,521-36.5% | $2,148-25.4% |
| Participant deferral / active EE | $4,724 | $3,913+20.7% | $4,049+16.7% | $3,539+33.5% |
| Admin fee / account holder | $173 | $142+22.3% | $7,497-97.7% | $142+21.7% |