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 10-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, NA4 years Service code 21 PO BOX 880 · TULSA, OK 74101 | Bank Trustee | $17,732 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,473 | $61,272-51.9% | $149,673-80.3% | $71,457-58.8% |
| Participation rate | 32.3% | 62.5%-30.2pp | 78.8%-46.5pp | 67.9%-35.6pp |
| Annual return | 19.54% | 35.85%-16.3pp | 134.42%-114.9pp | 28.85%-9.3pp |
| Employer contribution / active EE | $261 | $2,378-89.0% | $4,818-94.6% | $2,588-89.9% |
| Participant deferral / active EE | $1,189 | $2,917-59.2% | $5,680-79.1% | $4,289-72.3% |
| Admin fee / account holder | $285 | $1,261-77.4% | $13,210-97.8% | $1,587-82.1% |