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, NA6+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $7,119 |
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 | $244,457 | $85,135+187.1% | $98,907+147.2% | $73,409+233.0% |
| Participation rate | 88.6% | 81.1%+7.4pp | 76.0%+12.5pp | 72.2%+16.4pp |
| Annual return | 22.54% | 19.14%+3.4pp | 196.43%-173.9pp | 59.29%-36.8pp |
| Employer contribution / active EE | $3,658 | $2,721+34.4% | $2,689+36.0% | $2,234+63.8% |
| Participant deferral / active EE | $8,293 | $4,349+90.7% | $4,244+95.4% | $3,805+117.9% |
| Admin fee / account holder | $14 | $139-90.2% | $6,642-99.8% | $158-91.4% |