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 | $24,219 |
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 | $32,028 | $38,365-16.5% | $84,611-62.1% | $65,185-50.9% |
| Participation rate | 93.8% | 55.7%+38.2pp | 68.2%+25.6pp | 70.2%+23.6pp |
| Annual return | 20.87% | 32.00%-11.1pp | 258.74%-237.9pp | 29.38%-8.5pp |
| Employer contribution / active EE | $974 | $1,258-22.6% | $2,652-63.3% | $2,177-55.2% |
| Participant deferral / active EE | $2,147 | $2,278-5.8% | $3,899-44.9% | $3,514-38.9% |
| Admin fee / account holder | $138 | $451-69.3% | $4,912-97.2% | $847-83.7% |