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, NA5 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $69,688 |
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 | $35,472 | $55,416-36.0% | $75,972-53.3% | $77,643-54.3% |
| Participation rate | 48.9% | 63.6%-14.7pp | 69.1%-20.2pp | 70.6%-21.7pp |
| Annual return | 13.38% | 17.07%-3.7pp | 359.55%-346.2pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,576 | $1,788-11.8% | $2,685-41.3% | $2,726-42.2% |
| Participant deferral / active EE | $2,652 | $3,447-23.1% | $4,255-37.7% | $4,647-42.9% |
| Admin fee / account holder | $165 | $414-60.2% | $6,467-97.5% | $430-61.7% |