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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $9,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,743 | $47,977-33.8% | $154,107-79.4% | $56,287-43.6% |
| Participation rate | 36.4% | 66.2%-29.8pp | 83.0%-46.7pp | 69.9%-33.5pp |
| Annual return | -6.79% | 3.54%-10.3pp | 735.12%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $951 | $2,169-56.1% | $5,298-82.0% | $2,111-54.9% |
| Participant deferral / active EE | $924 | $2,392-61.4% | $5,081-81.8% | $3,350-72.4% |
| Admin fee / account holder | $139 | $438-68.2% | $13,411-99.0% | $521-73.2% |