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 4-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 | $5,602 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $38,538 | $76,670-49.7% | $96,683-60.1% | $71,457-46.1% |
| Participation rate | 32.7% | 66.6%-33.9pp | 74.3%-41.7pp | 67.9%-35.2pp |
| Annual return | 16.82% | 48.29%-31.5pp | 35.69%-18.9pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,093 | $3,031-64.0% | $3,737-70.8% | $2,588-57.8% |
| Participant deferral / active EE | $2,241 | $3,771-40.6% | $4,878-54.1% | $4,289-47.7% |
| Admin fee / account holder | $60 | $2,028-97.1% | $6,730-99.1% | $1,587-96.2% |