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, NA6+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $17,673 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,193 | $69,362-29.1% | $101,248-51.4% | $73,488-33.1% |
| Participation rate | 97.4% | 68.4%+29.0pp | 75.8%+21.6pp | 70.7%+26.7pp |
| Annual return | 14.63% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $2,442 | $2,628-7.1% | $3,660-33.3% | $2,270+7.6% |
| Participant deferral / active EE | $3,148 | $3,300-4.6% | $4,370-28.0% | $3,740-15.8% |
| Admin fee / account holder | $46 | $704-93.5% | $5,945-99.2% | $513-91.1% |