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, NA6+ years Service code 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $32,096 |
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 | $56,322 | $69,362-18.8% | $101,248-44.4% | $73,488-23.4% |
| Participation rate | 81.1% | 68.4%+12.7pp | 75.8%+5.3pp | 70.7%+10.4pp |
| Annual return | 14.90% | 18.46%-3.6pp | 46.47%-31.6pp | 28.51%-13.6pp |
| Employer contribution / active EE | $1,744 | $2,628-33.6% | $3,660-52.3% | $2,270-23.2% |
| Participant deferral / active EE | $2,795 | $3,300-15.3% | $4,370-36.0% | $3,740-25.3% |
| Admin fee / account holder | $108 | $704-84.6% | $5,945-98.2% | $513-78.9% |