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, NA3 years Service code 21 · EIN 73-0780382 | Bank Trustee | $36,538 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,388 | $102,553-7.0% | $151,611-37.1% | $66,914+42.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -14.44% | -10.82%-3.6pp | 3.33%-17.8pp | 1.58%-16.0pp |
| Employer contribution / active EE | $7,272 | $4,180+74.0% | $6,166+17.9% | $2,544+185.8% |
| Participant deferral / active EE | $4,427 | $6,641-33.3% | $8,363-47.1% | $4,237+4.5% |
| Admin fee / account holder | $277 | $630-56.1% | $11,616-97.6% | $593-53.4% |