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, NA10+ years Filed as: BOKF, N A Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,492 | $58,926-38.1% | $97,226-62.5% | $74,495-51.0% |
| Participation rate | 41.1% | 63.5%-22.4pp | 72.7%-31.6pp | 67.2%-26.1pp |
| Annual return | 12.59% | 16.04%-3.4pp | 75.13%-62.5pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $555 | $1,894-70.7% | $2,729-79.7% | $2,623-78.8% |
| Participant deferral / active EE | $1,155 | $3,664-68.5% | $4,264-72.9% | $4,346-73.4% |
| Admin fee / account holder | $14 | $1,974-99.3% | $5,654-99.8% | $1,942-99.3% |