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, NA4+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $10,660 |
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 | $157,282 | $65,223+141.1% | $80,019+96.6% | $55,725+182.2% |
| Participation rate | 94.9% | 80.6%+14.4pp | 75.8%+19.1pp | 70.9%+24.1pp |
| Annual return | -2.06% | 7.59%-9.6pp | 11.22%-13.3pp | 244.93%-247.0pp |
| Employer contribution / active EE | $4,132 | $2,544+62.4% | $2,468+67.4% | $2,078+98.8% |
| Participant deferral / active EE | $8,276 | $3,881+113.3% | $3,686+124.6% | $3,356+146.6% |
| Admin fee / account holder | $18 | $114-84.4% | $6,521-99.7% | $115-84.5% |