Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,308 | $48,277+91.2% | $67,511+36.7% | $80,874+14.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 12.84% | 18.27%-5.4pp | 3517.41%-3504.6pp | 35.62%-22.8pp |
| Employer contribution / active EE | $3,238 | $2,021+60.2% | $2,733+18.5% | $2,756+17.5% |
| Participant deferral / active EE | $3,270 | $2,926+11.8% | $4,000-18.2% | $4,297-23.9% |
| Admin fee / account holder | $431 | $3,687-88.3% | $3,999-89.2% | $6,935-93.8% |