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 3-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, NA3+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,092 |
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 | $19,020 | $52,406-63.7% | $129,207-85.3% | $74,495-74.5% |
| Participation rate | 92.5% | 53.8%+38.7pp | 69.6%+22.8pp | 67.2%+25.3pp |
| Annual return | 14.19% | 15.66%-1.5pp | 9417.33%-9403.1pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,595 | $1,531+4.2% | $4,153-61.6% | $2,623-39.2% |
| Participant deferral / active EE | $2,388 | $2,794-14.5% | $4,168-42.7% | $4,346-45.1% |
| Admin fee / account holder | $15 | $2,633-99.4% | $7,715-99.8% | $1,942-99.2% |