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, NA11+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $25,506 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $167,807 | $131,799+27.3% | $200,582-16.3% | $85,563+96.1% |
| Participation rate | 84.2% | 87.9%-3.8pp | 86.9%-2.7pp | 66.0%+18.2pp |
| Annual return | 13.27% | 21.59%-8.3pp | 42.33%-29.1pp | 31.51%-18.2pp |
| Employer contribution / active EE | $1,885 | $4,532-58.4% | $6,419-70.6% | $2,654-29.0% |
| Participant deferral / active EE | $5,462 | $7,702-29.1% | $9,331-41.5% | $4,375+24.8% |
| Admin fee / account holder | $96 | $235-59.2% | $16,305-99.4% | $834-88.5% |