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, NA4 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $29,353 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,107 | $136,307-86.0% | $177,821-89.3% | $73,488-74.0% |
| Participation rate | 92.1% | 86.1%+6.0pp | 87.7%+4.4pp | 70.7%+21.4pp |
| Annual return | 17.72% | 18.68%-1.0pp | 48.32%-30.6pp | 28.51%-10.8pp |
| Employer contribution / active EE | $1,666 | $3,712-55.1% | $5,918-71.9% | $2,270-26.6% |
| Participant deferral / active EE | $2,274 | $5,829-61.0% | $7,714-70.5% | $3,740-39.2% |
| Admin fee / account holder | $132 | $596-77.8% | $12,427-98.9% | $513-74.2% |