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, NA9+ years Filed as: BOKF, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $87,578 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,399 | $83,884-69.7% | $64,056-60.3% | $74,419-65.9% |
| Participation rate | 97.1% | 76.6%+20.5pp | 72.3%+24.8pp | 70.7%+26.4pp |
| Annual return | 18.17% | 16.57%+1.6pp | 33.69%-15.5pp | 34.38%-16.2pp |
| Employer contribution / active EE | $985 | $3,084-68.0% | $2,747-64.1% | $2,637-62.6% |
| Participant deferral / active EE | $2,328 | $3,692-36.9% | $3,880-40.0% | $4,528-48.6% |
| Admin fee / account holder | $119 | $196-39.4% | $3,068-96.1% | $348-65.8% |