See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $12,464 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $159,918 | $121,341+31.8% | $189,513-15.6% | $79,386+101.4% |
| Participation rate | 90.1% | 86.1%+4.0pp | 87.8%+2.3pp | 70.7%+19.4pp |
| Annual return | 11.69% | 21.08%-9.4pp | 555.15%-543.5pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,881 | $3,915-51.9% | $6,162-69.5% | $2,427-22.5% |
| Participant deferral / active EE | $5,386 | $6,395-15.8% | $8,221-34.5% | $4,046+33.1% |
| Admin fee / account holder | $51 | $651-92.2% | $12,045-99.6% | $626-91.9% |