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, NA11+ years Service code 19 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $12,006 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,136 | $49,915+30.5% | $154,803-57.9% | $74,304-12.3% |
| Participation rate | 75.5% | 54.0%+21.6pp | 78.1%-2.6pp | 60.3%+15.2pp |
| Annual return | 11.76% | 34.06%-22.3pp | 58.88%-47.1pp | 29.43%-17.7pp |
| Employer contribution / active EE | $1,651 | $1,611+2.4% | $4,305-61.7% | $2,241-26.3% |
| Participant deferral / active EE | $2,348 | $2,255+4.1% | $5,540-57.6% | $3,767-37.7% |
| Admin fee / account holder | $85 | $2,189-96.1% | $14,329-99.4% | $2,969-97.1% |