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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $5,520 |
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 | $366,792 | $101,317+262.0% | $146,958+149.6% | $74,495+392.4% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 13.38% | 8730.91%-8717.5pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $8,444 | $3,810+121.6% | $4,933+71.2% | $2,623+221.9% |
| Participant deferral / active EE | $11,227 | $7,303+53.7% | $8,070+39.1% | $4,346+158.3% |
| Admin fee / account holder | $33 | $1,739-98.1% | $12,998-99.7% | $1,942-98.3% |