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 | $76,769 |
BOKF, NA3 years Filed as: BOK FINANCIAL ASSET MANAGMENT Service code 27 · EIN 74-2009441 | Advisory (Plan) | $49,889 |
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 | $44,552 | $72,658-38.7% | $127,761-65.1% | $67,579-34.1% |
| Participation rate | 98.3% | 80.0%+18.3pp | 79.0%+19.3pp | 71.3%+27.0pp |
| Annual return | 25.43% | 26.49%-1.1pp | 26.14%-0.7pp | 378.56%-353.1pp |
| Employer contribution / active EE | $4,160 | $3,988+4.3% | $4,574-9.1% | $2,148+93.7% |
| Participant deferral / active EE | $6,961 | $5,383+29.3% | $6,021+15.6% | $3,539+96.7% |
| Admin fee / account holder | $131 | $127+3.3% | $9,395-98.6% | $142-7.8% |