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, NA11+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $13,144 |
Employer contribution per participant 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 | $80,387 | $49,915+61.0% | $154,803-48.1% | $74,304+8.2% |
| Participation rate | 78.8% | 54.0%+24.8pp | 78.1%+0.7pp | 60.3%+18.4pp |
| Annual return | 15.51% | 34.06%-18.5pp | 58.88%-43.4pp | 29.43%-13.9pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,075 | $2,255+80.8% | $5,540-26.4% | $3,767+8.2% |
| Admin fee / account holder | $82 | $2,189-96.3% | $14,329-99.4% | $2,969-97.3% |