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, NA4 years Service code 21 · EIN 73-0780382 | Bank Trustee | $34,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,541 | $130,194-18.2% | $169,993-37.3% | $71,457+49.1% |
| Participation rate | 90.2% | 86.1%+4.1pp | 87.0%+3.2pp | 67.9%+22.3pp |
| Annual return | 15.61% | 20.37%-4.8pp | 53.37%-37.8pp | 28.85%-13.2pp |
| Employer contribution / active EE | $6,646 | $4,381+51.7% | $6,785-2.1% | $2,588+156.8% |
| Participant deferral / active EE | $4,215 | $6,923-39.1% | $10,408-59.5% | $4,289-1.7% |
| Admin fee / account holder | $241 | $966-75.1% | $12,815-98.1% | $1,587-84.8% |