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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $69,715 |
BOKF, NA1 year Filed as: BOK FINANCIAL ASSET MANAGMENT Service code 27 · EIN 75-2009441 | Advisory (Plan) | $23,690 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,624 | $72,448-35.6% | $118,746-60.7% | $69,631-33.0% |
| Participation rate | 98.5% | 79.7%+18.9pp | 78.3%+20.3pp | 70.7%+27.8pp |
| Annual return | 16.83% | 19.06%-2.2pp | 24.54%-7.7pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $2,171 | $3,771-42.4% | $4,193-48.2% | $2,032+6.8% |
| Participant deferral / active EE | $5,725 | $4,943+15.8% | $5,332+7.4% | $3,224+77.6% |
| Admin fee / account holder | $197 | $99+99.0% | $10,720-98.2% | $110+78.1% |