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, NA2 years Service code 21 · EIN 73-0780382 | Bank Trustee | $32,101 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,563 | $121,341+0.2% | $189,513-35.9% | $79,386+53.1% |
| Participation rate | 99.1% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 10.20% | 21.08%-10.9pp | 555.15%-545.0pp | 116.85%-106.7pp |
| Employer contribution / active EE | $7,373 | $3,915+88.3% | $6,162+19.7% | $2,427+203.7% |
| Participant deferral / active EE | $4,145 | $6,395-35.2% | $8,221-49.6% | $4,046+2.5% |
| Admin fee / account holder | $268 | $651-58.9% | $12,045-97.8% | $626-57.3% |