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 · EIN 73-0780382 | Securities Custodian | $63,087 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,357 | $58,290-35.9% | $98,442-62.1% | $86,799-57.0% |
| Participation rate | 99.5% | 68.3%+31.2pp | 73.3%+26.2pp | 72.3%+27.2pp |
| Annual return | 14.80% | 43.48%-28.7pp | 1492.73%-1477.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $3,541 | $2,008+76.4% | $2,960+19.6% | $2,405+47.2% |
| Participant deferral / active EE | $2,900 | $3,152-8.0% | $4,276-32.2% | $4,131-29.8% |
| Admin fee / account holder | $130 | $138-5.7% | $5,949-97.8% | $170-23.4% |