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, NA3 years Service code 19 · EIN 73-0780382 P.O BOX 2300 · TULSA, OK 74102 | Securities Custodian | $54,620 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,500 | $62,544-56.0% | $129,207-78.7% | $199,593-86.2% |
| Participation rate | 46.4% | 56.8%-10.4pp | 69.6%-23.2pp | 72.0%-25.5pp |
| Annual return | 15.15% | 16.95%-1.8pp | 9417.33%-9402.2pp | 34.25%-19.1pp |
| Employer contribution / active EE | $1,170 | $2,394-51.1% | $4,153-71.8% | $3,034-61.5% |
| Participant deferral / active EE | $1,956 | $3,123-37.4% | $4,168-53.1% | $5,087-61.5% |
| Admin fee / account holder | $63 | $167-62.2% | $7,715-99.2% | $269-76.5% |