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, NA2+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $8,143 |
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 | $35,629 | $46,732-23.8% | $156,549-77.2% | $55,167-35.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 7.41% | 17.72%-10.3pp | 32.23%-24.8pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,829 | $2,105+34.4% | $5,501-48.6% | $1,963+44.2% |
| Participant deferral / active EE | $2,343 | $2,204+6.3% | $4,871-51.9% | $3,054-23.3% |
| Admin fee / account holder | $36 | $418-91.4% | $13,027-99.7% | $504-92.9% |