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, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $19,185 |
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 | $119,238 | $102,553+16.3% | $151,611-21.4% | $66,914+78.2% |
| Participation rate | 89.0% | 85.5%+3.5pp | 87.5%+1.5pp | 69.8%+19.2pp |
| Annual return | -15.74% | -10.82%-4.9pp | 3.33%-19.1pp | 1.58%-17.3pp |
| Employer contribution / active EE | $1,853 | $4,180-55.7% | $6,166-69.9% | $2,544-27.2% |
| Participant deferral / active EE | $5,250 | $6,641-20.9% | $8,363-37.2% | $4,237+23.9% |
| Admin fee / account holder | $75 | $630-88.1% | $11,616-99.4% | $593-87.4% |