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, NA2+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $3,406 |
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 | $26,716 | $46,732-42.8% | $156,549-82.9% | $55,167-51.6% |
| Participation rate | 83.3% | 65.8%+17.5pp | 84.0%-0.7pp | 69.0%+14.3pp |
| Annual return | 11.34% | 17.72%-6.4pp | 32.23%-20.9pp | 169.23%-157.9pp |
| Employer contribution / active EE | $2,478 | $2,105+17.7% | $5,501-54.9% | $1,963+26.3% |
| Participant deferral / active EE | $3,223 | $2,204+46.2% | $4,871-33.8% | $3,054+5.5% |
| Admin fee / account holder | $22 | $418-94.8% | $13,027-99.8% | $504-95.7% |