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, NA5+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $12,150 |
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 | $213,261 | $74,347+186.8% | $93,606+127.8% | $67,579+215.6% |
| Participation rate | 90.2% | 80.6%+9.6pp | 75.8%+14.4pp | 71.3%+19.0pp |
| Annual return | 24.76% | 28.07%-3.3pp | 32.76%-8.0pp | 378.56%-353.8pp |
| Employer contribution / active EE | $3,744 | $2,583+45.0% | $2,718+37.8% | $2,148+74.3% |
| Participant deferral / active EE | $8,347 | $4,060+105.6% | $4,069+105.2% | $3,539+135.8% |
| Admin fee / account holder | $23 | $123-81.4% | $7,888-99.7% | $142-84.0% |