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, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $11,898 |
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 | $136,624 | $100,227+36.3% | $169,993-19.6% | $74,419+83.6% |
| Participation rate | 87.0% | 87.3%-0.3pp | 87.0%0pp | 70.7%+16.2pp |
| Annual return | 17.92% | 66.08%-48.2pp | 53.37%-35.5pp | 34.38%-16.5pp |
| Employer contribution / active EE | $1,861 | $4,263-56.4% | $6,785-72.6% | $2,637-29.5% |
| Participant deferral / active EE | $5,239 | $7,143-26.7% | $10,408-49.7% | $4,528+15.7% |
| Admin fee / account holder | $46 | $234-80.6% | $12,815-99.6% | $348-86.9% |