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 | $41,819 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,986 | $37,393-11.8% | $77,024-57.2% | $66,914-50.7% |
| Participation rate | 93.3% | 52.9%+40.5pp | 67.9%+25.4pp | 69.8%+23.5pp |
| Annual return | -16.88% | -3.29%-13.6pp | 42.32%-59.2pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,128 | $1,531-26.3% | $2,812-59.9% | $2,544-55.6% |
| Participant deferral / active EE | $2,926 | $2,617+11.8% | $4,426-33.9% | $4,237-30.9% |
| Admin fee / account holder | $167 | $567-70.5% | $5,425-96.9% | $593-71.8% |