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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $2,511 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,024 | $64,119-25.1% | $112,228-57.2% | $66,914-28.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -16.90% | -13.81%-3.1pp | 27.45%-44.4pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,284 | $3,005-24.0% | $3,635-37.2% | $2,544-10.2% |
| Participant deferral / active EE | $2,553 | $3,693-30.9% | $4,728-46.0% | $4,237-39.7% |
| Admin fee / account holder | $8 | $625-98.8% | $6,410-99.9% | $593-98.7% |