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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $6,142 |
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 | $361,923 | $91,407+295.9% | $135,903+166.3% | $71,457+406.5% |
| Participation rate | 96.5% | 75.7%+20.8pp | 81.9%+14.6pp | 67.9%+28.5pp |
| Annual return | 16.88% | 29.90%-13.0pp | 68.23%-51.4pp | 28.85%-12.0pp |
| Employer contribution / active EE | $6,695 | $3,703+80.8% | $4,856+37.9% | $2,588+158.7% |
| Participant deferral / active EE | $10,582 | $7,092+49.2% | $7,758+36.4% | $4,289+146.7% |
| Admin fee / account holder | $36 | $1,266-97.2% | $10,762-99.7% | $1,587-97.8% |