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, NA2 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $4,424 |
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 | $65,156 | $66,310-1.7% | $93,606-30.4% | $65,1850% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.8%+24.2pp | 70.2%+29.8pp |
| Annual return | 18.00% | 42.58%-24.6pp | 32.76%-14.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $5,950 | $2,012+195.7% | $2,718+118.9% | $2,177+173.3% |
| Participant deferral / active EE | $3,156 | $3,342-5.6% | $4,069-22.4% | $3,514-10.2% |
| Admin fee / account holder | $32 | $6,897-99.5% | $7,888-99.6% | $847-96.2% |