See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA3 years Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $102,748 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,249 | $53,932-69.9% | $134,143-87.9% | $90,288-82.0% |
| Participation rate | 98.2% | 60.4%+37.8pp | 72.2%+26.0pp | 73.4%+24.8pp |
| Annual return | 16.67% | 23.16%-6.5pp | 36.33%-19.7pp | 53.97%-37.3pp |
| Employer contribution / active EE | $1,169 | $1,611-27.4% | $3,704-68.4% | $2,524-53.7% |
| Participant deferral / active EE | $1,603 | $2,432-34.1% | $3,499-54.2% | $4,232-62.1% |
| Admin fee / account holder | $49 | $104-53.1% | $6,684-99.3% | $114-57.4% |