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 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $30,173 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,092 | $60,545-18.9% | $92,233-46.8% | $69,631-29.5% |
| Participation rate | 73.4% | 72.2%+1.3pp | 76.5%-3.1pp | 70.7%+2.7pp |
| Annual return | 14.73% | 19.71%-5.0pp | 176.28%-161.6pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $1,502 | $2,633-42.9% | $3,679-59.2% | $2,032-26.1% |
| Participant deferral / active EE | $2,274 | $2,828-19.6% | $3,897-41.6% | $3,224-29.4% |
| Admin fee / account holder | $125 | $145-13.7% | $5,194-97.6% | $110+13.1% |