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 | $85,515-48.6% | $112,040-60.8% | $67,986-35.4% |
| Participation rate | 98.0% | 68.2%+29.8pp | 76.5%+21.5pp | 57.2%+40.8pp |
| Annual return | 18.12% | 29.68%-11.6pp | 24.52%-6.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $3,166 | $2,191+44.5% | $2,954+7.2% | $2,019+56.8% |
| Participant deferral / active EE | $5,598 | $4,014+39.5% | $5,098+9.8% | $3,358+66.7% |
| Admin fee / account holder | $42 | $3,774-98.9% | $12,098-99.7% | $3,203-98.7% |