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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $34,337 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,211 | $54,121-51.6% | $134,143-80.5% | $73,409-64.3% |
| Participation rate | 70.1% | 64.4%+5.7pp | 72.2%-2.1pp | 72.2%-2.1pp |
| Annual return | 13.24% | -312.52%+325.8pp | 36.33%-23.1pp | 59.29%-46.1pp |
| Employer contribution / active EE | $1,169 | $1,402-16.6% | $3,704-68.4% | $2,234-47.7% |
| Participant deferral / active EE | $1,611 | $2,844-43.4% | $3,499-54.0% | $3,805-57.7% |
| Admin fee / account holder | $31 | $132-76.3% | $6,684-99.5% | $158-80.1% |