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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $67,882 |
Annual investment return 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 | $9,807 | $48,698-79.9% | $93,606-89.5% | $199,593-95.1% |
| Participation rate | 98.6% | 63.5%+35.0pp | 68.7%+29.9pp | 72.0%+26.6pp |
| Annual return | 8.75% | 15.34%-6.6pp | 133.20%-124.4pp | 34.25%-25.5pp |
| Employer contribution / active EE | $497 | $1,135-56.2% | $2,420-79.5% | $3,034-83.6% |
| Participant deferral / active EE | $1,535 | $2,817-45.5% | $4,411-65.2% | $5,087-69.8% |
| Admin fee / account holder | $0 | $195-100.0% | $8,285-100.0% | $269-100.0% |