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, NA3 years Service code 19 · EIN 73-0780382 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $17,989 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,325 | $73,867-75.2% | $143,757-87.3% | $68,494-73.2% |
| Participation rate | 91.0% | 66.7%+24.4pp | 80.3%+10.7pp | 67.9%+23.1pp |
| Annual return | -16.29% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $691 | $3,184-78.3% | $4,951-86.0% | $2,596-73.4% |
| Participant deferral / active EE | $1,206 | $3,384-64.4% | $5,637-78.6% | $4,027-70.0% |
| Admin fee / account holder | $182 | $5,755-96.8% | $14,673-98.8% | $5,403-96.6% |