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, NA4+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $39,757 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,227 | $33,780-84.5% | $74,550-93.0% | $75,289-93.1% |
| Participation rate | 96.4% | 62.7%+33.7pp | 69.1%+27.3pp | 72.4%+24.0pp |
| Annual return | 6.68% | -1.24%+7.9pp | 32.53%-25.9pp | -0.04%+6.7pp |
| Employer contribution / active EE | $797 | $845-5.6% | $1,961-59.3% | $2,405-66.8% |
| Participant deferral / active EE | $236 | $1,890-87.5% | $3,108-92.4% | $3,739-93.7% |
| Admin fee / account holder | $0 | $86-100.0% | $5,060-100.0% | $102-100.0% |