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 Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $41,019 |
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 | $231,675 | $86,944+166.5% | $107,525+115.5% | $74,304+211.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 61.36% | 23.52%+37.8pp | 181.32%-120.0pp | 29.43%+31.9pp |
| Employer contribution / active EE | $16,930 | $2,757+514.1% | $3,754+351.0% | $2,241+655.4% |
| Participant deferral / active EE | $6,350 | $3,554+78.7% | $5,116+24.1% | $3,767+68.6% |
| Admin fee / account holder | $140 | $3,727-96.3% | $8,919-98.4% | $2,969-95.3% |