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, NA6 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $42,083 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,710 | $88,982-1.4% | $102,438-14.4% | $77,671+12.9% |
| Participation rate | 48.7% | 80.9%-32.2pp | 76.5%-27.8pp | 70.6%-21.9pp |
| Annual return | 10.59% | 25.01%-14.4pp | 29.37%-18.8pp | 31.21%-20.6pp |
| Employer contribution / active EE | $1,432 | $2,698-46.9% | $3,024-52.6% | $2,726-47.5% |
| Participant deferral / active EE | $4,354 | $5,144-15.4% | $5,054-13.9% | $4,648-6.3% |
| Admin fee / account holder | $816 | $236+246.7% | $9,448-91.4% | $430+89.7% |