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 9-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, NA6 years Service code 19 · EIN 73-0780382 | Securities Custodian | $7,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,688 | $102,317-53.4% | $146,958-67.6% | $80,856-41.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.12% | 134.76%-121.6pp | 418.34%-405.2pp | 35.59%-22.5pp |
| Employer contribution / active EE | $3,859 | $3,713+3.9% | $4,933-21.8% | $2,755+40.1% |
| Participant deferral / active EE | $6,352 | $6,644-4.4% | $8,070-21.3% | $4,296+47.9% |
| Admin fee / account holder | $58 | $7,941-99.3% | $12,998-99.6% | $6,918-99.2% |