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 6-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 25 · EIN 73-0780382 | Directed Trustee | $41,420 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,322 | $71,142-79.9% | $119,609-88.0% | $64,808-77.9% |
| Participation rate | 93.1% | 78.6%+14.5pp | 79.3%+13.9pp | 71.5%+21.7pp |
| Annual return | 3.75% | -10.01%+13.8pp | -14.97%+18.7pp | 32.82%-29.1pp |
| Employer contribution / active EE | $1,301 | $2,497-47.9% | $4,232-69.3% | $2,506-48.1% |
| Participant deferral / active EE | $3,215 | $4,490-28.4% | $5,602-42.6% | $4,310-25.4% |
| Admin fee / account holder | $75 | $162-53.7% | $10,323-99.3% | $188-60.0% |