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 |
|---|---|---|
CAPITAL ADVISORS INC7+ years Filed as: CAPITAL ADVISORS, INC. Service code 26 2200 SOUTH UTICA PLACE, SUITE 150 · TULSA, OK 74114 | Advisory (Participants) | $35,177 |
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OH 74172 | Securities Custodian | $7,126 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,236 | $104,475+275.4% | $159,436+146.0% | $79,386+394.1% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | 5.06% | 67.95%-62.9pp | 263.57%-258.5pp | 116.85%-111.8pp |
| Employer contribution / active EE | $6,336 | $3,417+85.4% | $4,829+31.2% | $2,427+161.0% |
| Participant deferral / active EE | $10,098 | $6,467+56.1% | $7,352+37.3% | $4,046+149.6% |
| Admin fee / account holder | $257 | $711-63.8% | $10,799-97.6% | $626-58.9% |