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, NA4 years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $4,044 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,969 | $79,428-25.8% | $106,548-44.7% | $79,386-25.7% |
| Participation rate | 96.5% | 74.1%+22.4pp | 76.1%+20.4pp | 70.7%+25.8pp |
| Annual return | 10.55% | 18.27%-7.7pp | 26.80%-16.3pp | 116.85%-106.3pp |
| Employer contribution / active EE | $6,516 | $2,234+191.7% | $2,819+131.1% | $2,427+168.4% |
| Participant deferral / active EE | $3,773 | $3,823-1.3% | $4,398-14.2% | $4,046-6.7% |
| Admin fee / account holder | $29 | $523-94.5% | $7,407-99.6% | $626-95.4% |