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, N.A. Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $117,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,609 | $96,018-61.9% | $65,493-44.1% | $85,563-57.2% |
| Participation rate | 97.4% | 74.8%+22.5pp | 73.1%+24.3pp | 66.0%+31.4pp |
| Annual return | 17.43% | 14.51%+2.9pp | 982.45%-965.0pp | 31.51%-14.1pp |
| Employer contribution / active EE | $1,092 | $3,235-66.2% | $2,574-57.6% | $2,654-58.8% |
| Participant deferral / active EE | $2,809 | $4,055-30.7% | $3,961-29.1% | $4,375-35.8% |
| Admin fee / account holder | $164 | $271-39.5% | $5,028-96.7% | $834-80.4% |