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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $6,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,693 | $61,272+0.7% | $149,673-58.8% | $71,457-13.7% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 22.19% | 35.85%-13.7pp | 134.42%-112.2pp | 28.85%-6.7pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $5,222 | $2,917+79.0% | $5,680-8.1% | $4,289+21.8% |
| Admin fee / account holder | $42 | $1,261-96.6% | $13,210-99.7% | $1,587-97.3% |