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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $184,898 |
Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $84,984 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,390 | $107,459-48.5% | $135,903-59.2% | $80,160-30.9% |
| Participation rate | 93.5% | 78.0%+15.4pp | 81.9%+11.6pp | 72.9%+20.6pp |
| Annual return | 18.25% | 91.91%-73.7pp | 68.23%-50.0pp | 40.38%-22.1pp |
| Employer contribution / active EE | $421 | $3,877-89.1% | $4,856-91.3% | $2,978-85.9% |
| Participant deferral / active EE | $5,524 | $8,195-32.6% | $7,758-28.8% | $5,017+10.1% |
| Admin fee / account holder | $130 | $127+2.4% | $10,762-98.8% | $145-10.3% |