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 |
|---|---|---|
BOKF, NA8+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $356,714 |
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 | $39,158 | $63,321-38.2% | $68,791-43.1% | $77,904-49.7% |
| Participation rate | 60.5% | 71.1%-10.7pp | 69.0%-8.6pp | 73.7%-13.2pp |
| Annual return | -15.48% | -6.50%-9.0pp | -6.38%-9.1pp | 12.21%-27.7pp |
| Employer contribution / active EE | $1,287 | $2,794-53.9% | $2,655-51.5% | $2,848-54.8% |
| Participant deferral / active EE | $3,040 | $4,029-24.6% | $3,941-22.9% | $4,806-36.8% |
| Admin fee / account holder | $109 | $104+4.6% | $4,932-97.8% | $133-17.7% |