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, NA6 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $34 |
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $371,239 | $175,600+111.4% | $129,110+187.5% | $134,475+176.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -16.35% | -11.39%-5.0pp | -10.94%-5.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $4,809 | $6,355-24.3% | $5,052-4.8% | $4,740+1.5% |
| Participant deferral / active EE | $18,142 | $7,975+127.5% | $6,542+177.3% | $6,400+183.5% |
| Admin fee / account holder | $4 | $23,567-100.0% | $14,302-100.0% | $11,426-100.0% |