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, NA9+ years Service code 21 P.O. BOX 2300 · TULSA, OK 74102 | Bank Trustee | $324,264 |
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 | $47,070 | $70,115-32.9% | $70,515-33.2% | $80,160-41.3% |
| Participation rate | 60.4% | 71.7%-11.2pp | 68.3%-7.9pp | 72.9%-12.5pp |
| Annual return | 18.94% | 134.51%-115.6pp | 32.77%-13.8pp | 40.38%-21.4pp |
| Employer contribution / active EE | $1,372 | $3,021-54.6% | $2,973-53.8% | $2,978-53.9% |
| Participant deferral / active EE | $3,108 | $4,495-30.9% | $4,567-32.0% | $5,017-38.1% |
| Admin fee / account holder | $97 | $112-13.2% | $6,412-98.5% | $145-32.8% |