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, NA8 years Service code 15 · EIN 73-0780382 | Recordkeeping | $52,864 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,653 | $55,416-26.6% | $75,972-46.5% | $77,643-47.6% |
| Participation rate | 98.5% | 63.6%+34.9pp | 69.1%+29.4pp | 70.6%+27.9pp |
| Annual return | 13.97% | 17.07%-3.1pp | 359.55%-345.6pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,085 | $1,788-39.3% | $2,685-59.6% | $2,726-60.2% |
| Participant deferral / active EE | $4,172 | $3,447+21.0% | $4,255-2.0% | $4,647-10.2% |
| Admin fee / account holder | $132 | $414-68.1% | $6,467-98.0% | $430-69.4% |