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, NA11+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $211,293 |
MESIROW FINANCIAL INVESTMENT MANAGE11+ years Filed as: MESIROW FINANCIAL, INC. Service code 27 · EIN 36-3194849 | Advisory (Plan) | $50,000 |
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 | $70,823 | $145,877-51.5% | $150,045-52.8% | $102,872-31.2% |
| Participation rate | 94.5% | 79.8%+14.7pp | 82.3%+12.2pp | 73.0%+21.5pp |
| Annual return | 15.59% | 21.37%-5.8pp | 62.55%-47.0pp | 19.06%-3.5pp |
| Employer contribution / active EE | $422 | $4,710-91.0% | $4,693-91.0% | $3,526-88.0% |
| Participant deferral / active EE | $5,765 | $9,491-39.3% | $7,997-27.9% | $5,535+4.2% |
| Admin fee / account holder | $125 | $176-28.7% | $13,435-99.1% | $292-57.1% |