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, NA10+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $45,313 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,581 | $44,960-9.7% | $84,966-52.2% | $74,495-45.5% |
| Participation rate | 95.1% | 49.4%+45.8pp | 67.5%+27.6pp | 67.2%+27.9pp |
| Annual return | 11.26% | 26.24%-15.0pp | 66.38%-55.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,303 | $1,457-10.6% | $2,727-52.2% | $2,623-50.3% |
| Participant deferral / active EE | $3,063 | $2,731+12.2% | $4,519-32.2% | $4,346-29.5% |
| Admin fee / account holder | $165 | $2,209-92.5% | $6,149-97.3% | $1,942-91.5% |