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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $33,560 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,470 | $84,487+267.5% | $125,339+147.7% | $66,914+364.0% |
| Participation rate | 98.7% | 76.4%+22.3pp | 82.4%+16.4pp | 69.8%+28.9pp |
| Annual return | -14.87% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $9,442 | $3,553+165.7% | $4,814+96.1% | $2,544+271.1% |
| Participant deferral / active EE | $9,098 | $6,781+34.2% | $7,446+22.2% | $4,237+114.7% |
| Admin fee / account holder | $107 | $685-84.4% | $10,010-98.9% | $593-82.0% |