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, NA8+ years Service code 21 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Bank Trustee | $34,241 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,543 | $64,119-7.1% | $112,228-46.9% | $66,914-11.0% |
| Participation rate | 84.7% | 68.5%+16.2pp | 75.1%+9.6pp | 69.8%+14.9pp |
| Annual return | -14.54% | -13.81%-0.7pp | 27.45%-42.0pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,233 | $3,005-25.7% | $3,635-38.6% | $2,544-12.2% |
| Participant deferral / active EE | $3,284 | $3,693-11.1% | $4,728-30.5% | $4,237-22.5% |
| Admin fee / account holder | $151 | $625-75.9% | $6,410-97.6% | $593-74.6% |