See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5 years Service code 19 · EIN 73-0780382 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $16,261 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,000 | $81,248-74.2% | $155,509-86.5% | $80,856-74.0% |
| Participation rate | 89.8% | 66.2%+23.6pp | 78.2%+11.6pp | 67.6%+22.2pp |
| Annual return | 10.59% | 33.31%-22.7pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $840 | $3,100-72.9% | $4,672-82.0% | $2,755-69.5% |
| Participant deferral / active EE | $1,425 | $3,452-58.7% | $5,626-74.7% | $4,296-66.8% |
| Admin fee / account holder | $153 | $7,997-98.1% | $15,912-99.0% | $6,918-97.8% |