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, NA1 year Service code 37 · EIN 91-2090931 P.O. BOX 880 · TULSA, OK 74101 | Loan Processing | $13,877 |
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 | $70,123 | $47,746+46.9% | $70,164-0.1% | $74,419-5.8% |
| Participation rate | 56.7% | 72.7%-16.0pp | 78.8%-22.1pp | 70.7%-14.0pp |
| Annual return | 23.08% | 18.37%+4.7pp | 18.87%+4.2pp | 34.38%-11.3pp |
| Employer contribution / active EE | $2,391 | $2,297+4.1% | $4,287-44.2% | $2,637-9.4% |
| Participant deferral / active EE | $2,913 | $3,187-8.6% | $5,395-46.0% | $4,528-35.7% |
| Admin fee / account holder | $18 | $567-96.9% | $4,561-99.6% | $348-94.9% |