See peer percentile detail with Solo.
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.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA6+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $48,261 |
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 | $25,281 | $89,436-71.7% | $164,813-84.7% | $77,643-67.4% |
| Participation rate | 92.5% | 78.6%+13.8pp | 78.6%+13.9pp | 70.6%+21.9pp |
| Annual return | 14.16% | 28.83%-14.7pp | 69.93%-55.8pp | 31.24%-17.1pp |
| Employer contribution / active EE | $1,441 | $2,569-43.9% | $4,341-66.8% | $2,726-47.1% |
| Participant deferral / active EE | $3,623 | $4,897-26.0% | $6,031-39.9% | $4,647-22.1% |
| Admin fee / account holder | $78 | $339-77.1% | $12,690-99.4% | $430-81.9% |