See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $38,901 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,845 | $77,660-21.7% | $109,143-44.3% | $79,386-23.4% |
| Participation rate | 84.8% | 67.8%+17.0pp | 75.9%+8.9pp | 70.7%+14.1pp |
| Annual return | 13.34% | 23.44%-10.1pp | 25.75%-12.4pp | 116.85%-103.5pp |
| Employer contribution / active EE | $1,889 | $2,797-32.5% | $3,722-49.2% | $2,427-22.2% |
| Participant deferral / active EE | $2,981 | $3,518-15.3% | $4,653-35.9% | $4,046-26.3% |
| Admin fee / account holder | $153 | $732-79.1% | $6,752-97.7% | $626-75.6% |