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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $4,830 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,252 | $92,971-40.6% | $96,683-42.9% | $74,419-25.8% |
| Participation rate | 96.1% | 71.5%+24.5pp | 74.3%+21.7pp | 70.7%+25.3pp |
| Annual return | 16.81% | 37.49%-20.7pp | 35.69%-18.9pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,504 | $3,426-26.9% | $3,737-33.0% | $2,637-5.1% |
| Participant deferral / active EE | $2,924 | $3,970-26.4% | $4,878-40.1% | $4,528-35.4% |
| Admin fee / account holder | $14 | $633-97.7% | $6,730-99.8% | $348-95.9% |