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, NA10+ years Service code 19 P.O. BOX 2300 · TULSA, OK 74102 | Securities Custodian | $915 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,475 | $79,171+78.7% | $102,423+38.1% | $74,495+89.9% |
| Participation rate | 80.0% | 74.8%+5.2pp | 76.5%+3.5pp | 67.2%+12.8pp |
| Annual return | 11.31% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,724 | $2,362-27.0% | $3,023-43.0% | $2,623-34.3% |
| Participant deferral / active EE | $4,050 | $4,415-8.3% | $5,053-19.8% | $4,346-6.8% |
| Admin fee / account holder | $8 | $2,001-99.6% | $9,451-99.9% | $1,942-99.6% |