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, NA11+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $9,050 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,917 | $87,870-50.0% | $113,168-61.2% | $74,304-40.9% |
| Participation rate | 98.0% | 70.7%+27.3pp | 76.6%+21.4pp | 60.3%+37.7pp |
| Annual return | 18.12% | 26.44%-8.3pp | 24.27%-6.1pp | 29.43%-11.3pp |
| Employer contribution / active EE | $3,166 | $2,277+39.0% | $2,975+6.4% | $2,241+41.3% |
| Participant deferral / active EE | $5,598 | $4,241+32.0% | $5,107+9.6% | $3,767+48.6% |
| Admin fee / account holder | $42 | $3,368-98.8% | $12,068-99.7% | $2,969-98.6% |