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, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $6,620 |
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 | $75,091 | $80,753-7.0% | $136,294-44.9% | $62,292+20.5% |
| Participation rate | 93.9% | 73.5%+20.3pp | 81.9%+11.9pp | 69.5%+24.3pp |
| Annual return | 17.25% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $3,538 | $2,884+22.7% | $4,695-24.6% | $2,042+73.3% |
| Participant deferral / active EE | $12,062 | $5,164+133.6% | $6,247+93.1% | $3,169+280.6% |
| Admin fee / account holder | $44 | $525-91.6% | $9,243-99.5% | $479-90.8% |