See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA10+ years Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $2,909 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,386 | $88,083-36.0% | $164,813-65.8% | $74,495-24.3% |
| Participation rate | 76.7% | 73.0%+3.7pp | 78.6%-1.9pp | 67.2%+9.5pp |
| Annual return | 19.44% | 17.26%+2.2pp | 69.93%-50.5pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $0 | $2,593-100.0% | $4,341-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,436 | $4,498-1.4% | $6,031-26.5% | $4,346+2.1% |
| Admin fee / account holder | $18 | $2,234-99.2% | $12,690-99.9% | $1,942-99.1% |