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 7-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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74072 | Securities Custodian | $35,773 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,732 | $88,890-17.1% | $102,423-28.0% | $77,643-5.0% |
| Participation rate | 23.9% | 80.9%-57.0pp | 76.5%-52.6pp | 70.6%-46.6pp |
| Annual return | 34.06% | 24.98%+9.1pp | 29.32%+4.7pp | 31.24%+2.8pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,824 | $5,145-64.6% | $5,053-63.9% | $4,647-60.8% |
| Admin fee / account holder | $174 | $235-26.2% | $9,451-98.2% | $430-59.7% |