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 | $150 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $264,629 | $73,102+262.0% | $123,544+114.2% | $56,287+370.1% |
| Participation rate | 99.6% | 74.3%+25.3pp | 82.3%+17.3pp | 69.9%+29.7pp |
| Annual return | -5.47% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $8,127 | $2,977+173.0% | $4,628+75.6% | $2,111+285.0% |
| Participant deferral / active EE | $7,315 | $5,423+34.9% | $6,426+13.8% | $3,350+118.4% |
| Admin fee / account holder | $1 | $554-99.9% | $9,284-100.0% | $521-99.9% |