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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $52,456 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,308 | $48,230+91.4% | $67,502+36.7% | $80,856+14.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.84% | 18.28%-5.4pp | 3512.12%-3499.3pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,238 | $2,020+60.3% | $2,731+18.6% | $2,755+17.5% |
| Participant deferral / active EE | $3,270 | $2,924+11.9% | $4,000-18.2% | $4,296-23.9% |
| Admin fee / account holder | $431 | $3,681-88.3% | $3,998-89.2% | $6,918-93.8% |