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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $13,474 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,508 | $80,731-46.1% | $103,374-57.9% | $74,546-41.6% |
| Participation rate | 95.2% | 65.7%+29.6pp | 74.5%+20.7pp | 67.2%+28.0pp |
| Annual return | 13.57% | 27.56%-14.0pp | 24.89%-11.3pp | 1366.03%-1352.5pp |
| Employer contribution / active EE | $2,788 | $3,158-11.7% | $3,869-28.0% | $2,624+6.2% |
| Participant deferral / active EE | $4,821 | $3,860+24.9% | $5,058-4.7% | $4,347+10.9% |
| Admin fee / account holder | $97 | $2,369-95.9% | $8,394-98.8% | $1,944-95.0% |