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 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $2,942 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $57,558 | $70,908-18.8% | $98,907-41.8% | $73,488-21.7% |
| Participation rate | 98.2% | 73.8%+24.5pp | 76.0%+22.2pp | 70.7%+27.6pp |
| Annual return | 7.98% | 34.17%-26.2pp | 196.43%-188.5pp | 28.51%-20.5pp |
| Employer contribution / active EE | $6,555 | $2,036+221.9% | $2,689+143.8% | $2,270+188.8% |
| Participant deferral / active EE | $3,630 | $3,500+3.7% | $4,244-14.5% | $3,740-2.9% |
| Admin fee / account holder | $22 | $535-95.8% | $6,642-99.7% | $513-95.7% |