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, NA1 year Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $2,458 |
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 | $69,336 | $58,083+19.4% | $80,019-13.4% | $56,287+23.2% |
| Participation rate | 95.8% | 73.6%+22.2pp | 75.8%+20.0pp | 69.9%+25.9pp |
| Annual return | -3.60% | 34.61%-38.2pp | 11.22%-14.8pp | -9.96%+6.4pp |
| Employer contribution / active EE | $6,317 | $1,932+227.0% | $2,468+156.0% | $2,111+199.2% |
| Participant deferral / active EE | $3,202 | $3,135+2.1% | $3,686-13.1% | $3,350-4.4% |
| Admin fee / account holder | $18 | $623-97.2% | $6,521-99.7% | $521-96.6% |