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, NA5 years Service code 15 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74012 | Recordkeeping | $66,162 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,499 | $50,982-55.9% | $154,803-85.5% | $85,563-73.7% |
| Participation rate | 94.2% | 59.8%+34.4pp | 78.1%+16.1pp | 66.0%+28.3pp |
| Annual return | 18.59% | 30.35%-11.8pp | 58.88%-40.3pp | 31.51%-12.9pp |
| Employer contribution / active EE | $603 | $1,708-64.7% | $4,305-86.0% | $2,654-77.3% |
| Participant deferral / active EE | $3,177 | $2,474+28.4% | $5,540-42.7% | $4,375-27.4% |
| Admin fee / account holder | $80 | $846-90.5% | $14,329-99.4% | $834-90.4% |