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 9-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, NA7 years Service code 19 · EIN 73-0780382 | Securities Custodian | $14,680 |
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 | $31,280 | $44,960-30.4% | $84,966-63.2% | $74,495-58.0% |
| Participation rate | 86.6% | 49.4%+37.2pp | 67.5%+19.1pp | 67.2%+19.4pp |
| Annual return | 10.59% | 26.24%-15.6pp | 66.38%-55.8pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,551 | $1,457+75.1% | $2,727-6.5% | $2,623-2.8% |
| Participant deferral / active EE | $2,070 | $2,731-24.2% | $4,519-54.2% | $4,346-52.4% |
| Admin fee / account holder | $65 | $2,209-97.1% | $6,149-98.9% | $1,942-96.7% |