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, N.A. Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $67,906 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,541 | $84,948-73.5% | $70,449-68.0% | $73,409-69.3% |
| Participation rate | 95.4% | 79.9%+15.5pp | 75.1%+20.3pp | 72.2%+23.2pp |
| Annual return | 17.34% | 13.39%+4.0pp | 109.03%-91.7pp | 59.29%-41.9pp |
| Employer contribution / active EE | $764 | $2,834-73.1% | $2,737-72.1% | $2,234-65.8% |
| Participant deferral / active EE | $1,799 | $3,387-46.9% | $3,709-51.5% | $3,805-52.7% |
| Admin fee / account holder | $102 | $98+4.1% | $3,845-97.3% | $158-35.3% |