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, NA7+ years Service code 15 · EIN 73-0780382 | Recordkeeping | $116,491 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,897 | $78,275+21.2% | $109,143-13.1% | $86,799+9.3% |
| Participation rate | 99.8% | 73.8%+25.9pp | 75.9%+23.9pp | 72.3%+27.5pp |
| Annual return | 14.22% | 19.14%-4.9pp | 25.75%-11.5pp | 97.91%-83.7pp |
| Employer contribution / active EE | $3,248 | $3,105+4.6% | $3,722-12.7% | $2,405+35.0% |
| Participant deferral / active EE | $5,900 | $3,641+62.1% | $4,653+26.8% | $4,131+42.8% |
| Admin fee / account holder | $112 | $198-43.7% | $6,752-98.3% | $170-34.1% |