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 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $11,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,907 | $86,944-42.6% | $107,525-53.6% | $74,304-32.8% |
| Participation rate | 97.1% | 59.6%+37.6pp | 75.1%+22.1pp | 60.3%+36.8pp |
| Annual return | 16.91% | 23.52%-6.6pp | 181.32%-164.4pp | 29.43%-12.5pp |
| Employer contribution / active EE | $2,722 | $2,757-1.2% | $3,754-27.5% | $2,241+21.5% |
| Participant deferral / active EE | $4,875 | $3,554+37.2% | $5,116-4.7% | $3,767+29.4% |
| Admin fee / account holder | $82 | $3,727-97.8% | $8,919-99.1% | $2,969-97.2% |