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 10-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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $28,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,114 | $42,353+8.9% | $79,550-42.0% | $64,808-28.8% |
| Participation rate | 56.0% | 64.8%-8.8pp | 69.5%-13.5pp | 71.5%-15.5pp |
| Annual return | -16.85% | -12.24%-4.6pp | 0.16%-17.0pp | 32.82%-49.7pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,828 | $3,170-10.8% | $3,985-29.0% | $4,310-34.4% |
| Admin fee / account holder | $144 | $160-9.5% | $6,832-97.9% | $188-23.1% |