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, NA7+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,057 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,431 | $61,156+8.6% | $185,823-64.3% | $79,386-16.3% |
| Participation rate | 89.6% | 66.6%+23.0pp | 81.7%+7.9pp | 70.7%+18.9pp |
| Annual return | 14.58% | 19.45%-4.9pp | 122.05%-107.5pp | 116.85%-102.3pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,975 | $2,789+78.4% | $5,568-10.7% | $4,046+23.0% |
| Admin fee / account holder | $46 | $710-93.6% | $16,237-99.7% | $626-92.7% |