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, NA8+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,609 |
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 | $50,722 | $65,061-22.0% | $143,757-64.7% | $66,914-24.2% |
| Participation rate | 81.4% | 65.2%+16.2pp | 80.3%+1.1pp | 69.8%+11.6pp |
| Annual return | -18.74% | -11.14%-7.6pp | -0.04%-18.7pp | 1.58%-20.3pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $4,147 | $2,919+42.1% | $5,637-26.4% | $4,237-2.1% |
| Admin fee / account holder | $38 | $502-92.4% | $14,673-99.7% | $593-93.6% |