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, NA10+ years Filed as: BOKF, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $102,180 |
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 | $30,348 | $91,762-66.9% | $67,502-55.0% | $77,643-60.9% |
| Participation rate | 97.4% | 75.9%+21.5pp | 72.9%+24.6pp | 70.6%+26.9pp |
| Annual return | 13.76% | 14.87%-1.1pp | 3512.12%-3498.4pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,060 | $3,181-66.7% | $2,731-61.2% | $2,726-61.1% |
| Participant deferral / active EE | $2,619 | $3,903-32.9% | $4,000-34.5% | $4,647-43.6% |
| Admin fee / account holder | $141 | $176-20.1% | $3,998-96.5% | $430-67.3% |