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 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $3,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,722 | $82,917-29.2% | $103,333-43.2% | $77,643-24.4% |
| Participation rate | 98.5% | 71.6%+27.0pp | 74.5%+24.0pp | 70.6%+27.9pp |
| Annual return | 11.91% | 19.13%-7.2pp | 24.88%-13.0pp | 31.24%-19.3pp |
| Employer contribution / active EE | $3,027 | $3,552-14.8% | $3,868-21.7% | $2,726+11.1% |
| Participant deferral / active EE | $3,720 | $4,108-9.4% | $5,057-26.4% | $4,647-19.9% |
| Admin fee / account holder | $9 | $638-98.7% | $8,355-99.9% | $430-98.0% |