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, NA3 years Service code 19 · EIN 73-0780382 | Securities Custodian | $29,087 |
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 | $31,901 | $54,237-41.2% | $90,281-64.7% | $67,579-52.8% |
| Participation rate | 96.0% | 68.6%+27.4pp | 73.3%+22.8pp | 71.3%+24.7pp |
| Annual return | 25.71% | 37.27%-11.6pp | 78.10%-52.4pp | 378.56%-352.8pp |
| Employer contribution / active EE | $3,305 | $1,846+79.0% | $2,854+15.8% | $2,148+53.9% |
| Participant deferral / active EE | $2,188 | $2,625-16.6% | $3,885-43.7% | $3,539-38.2% |
| Admin fee / account holder | $84 | $123-32.2% | $5,351-98.4% | $142-41.2% |