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, NA11+ years Filed as: BOKF NA Service code 19 · EIN 73-0780382 | Securities Custodian | $10,065 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,122 | $104,919+159.4% | $116,228+134.1% | $85,563+218.0% |
| Participation rate | 95.0% | 78.6%+16.4pp | 74.6%+20.5pp | 66.0%+29.1pp |
| Annual return | 12.20% | 15.38%-3.2pp | 90.06%-77.9pp | 31.51%-19.3pp |
| Employer contribution / active EE | $4,658 | $3,485+33.6% | $2,994+55.6% | $2,654+75.5% |
| Participant deferral / active EE | $11,803 | $5,306+122.5% | $4,953+138.3% | $4,375+169.8% |
| Admin fee / account holder | $23 | $429-94.7% | $11,989-99.8% | $834-97.3% |