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, NA3 years Service code 19 · EIN 73-0780382 | Securities Custodian | $4,270 |
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 | $134,785 | $79,171+70.2% | $102,423+31.6% | $74,495+80.9% |
| Participation rate | 59.5% | 74.8%-15.3pp | 76.5%-16.9pp | 67.2%-7.7pp |
| Annual return | 13.21% | 54.93%-41.7pp | 29.32%-16.1pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,935 | $2,362-18.1% | $3,023-36.0% | $2,623-26.2% |
| Participant deferral / active EE | $3,868 | $4,415-12.4% | $5,053-23.4% | $4,346-11.0% |
| Admin fee / account holder | $49 | $2,001-97.6% | $9,451-99.5% | $1,942-97.5% |