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, NA7 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $108,804 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,655 | $53,136-46.1% | $155,509-81.6% | $199,593-85.6% |
| Participation rate | 97.8% | 64.1%+33.7pp | 78.2%+19.6pp | 72.0%+25.8pp |
| Annual return | 17.22% | 41.15%-23.9pp | 64.67%-47.4pp | 34.25%-17.0pp |
| Employer contribution / active EE | $2,165 | $1,851+17.0% | $4,672-53.7% | $3,034-28.6% |
| Participant deferral / active EE | $3,005 | $3,161-4.9% | $5,626-46.6% | $5,087-40.9% |
| Admin fee / account holder | $66 | $185-64.2% | $15,912-99.6% | $269-75.3% |