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, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $20,667 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,493 | $98,982+35.9% | $162,163-17.1% | $65,185+106.3% |
| Participation rate | 90.0% | 85.8%+4.2pp | 87.6%+2.4pp | 70.2%+19.8pp |
| Annual return | 22.76% | 24.84%-2.1pp | 115.59%-92.8pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,728 | $3,467-50.1% | $5,614-69.2% | $2,177-20.6% |
| Participant deferral / active EE | $4,923 | $5,384-8.6% | $7,298-32.5% | $3,514+40.1% |
| Admin fee / account holder | $94 | $596-84.2% | $10,843-99.1% | $847-88.9% |