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, NA9+ years Service code 19 · EIN 73-6210970 ONE WILLIAM CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $32,198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,403 | $92,971-31.8% | $96,683-34.4% | $74,419-14.8% |
| Participation rate | 63.0% | 71.5%-8.5pp | 74.3%-11.3pp | 70.7%-7.7pp |
| Annual return | 14.50% | 37.49%-23.0pp | 35.69%-21.2pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,696 | $3,426-50.5% | $3,737-54.6% | $2,637-35.7% |
| Participant deferral / active EE | $2,425 | $3,970-38.9% | $4,878-50.3% | $4,528-46.4% |
| Admin fee / account holder | $150 | $633-76.2% | $6,730-97.8% | $348-56.7% |