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, NA6 years Filed as: BOKF, N.A. Service code 15 · EIN 73-0780382 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,353 | $89,436-72.8% | $164,813-85.2% | $77,643-68.6% |
| Participation rate | 86.1% | 78.6%+7.5pp | 78.6%+7.5pp | 70.6%+15.5pp |
| Annual return | 19.83% | 28.83%-9.0pp | 69.93%-50.1pp | 31.24%-11.4pp |
| Employer contribution / active EE | $638 | $2,569-75.2% | $4,341-85.3% | $2,726-76.6% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |