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 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $5,344 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,246 | $72,607-28.0% | $90,749-42.4% | $66,914-21.9% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.44% | -12.28%-0.2pp | -12.16%-0.3pp | 1.58%-14.0pp |
| Employer contribution / active EE | $6,632 | $2,369+180.0% | $2,921+127.1% | $2,544+160.7% |
| Participant deferral / active EE | $3,634 | $3,977-8.6% | $4,564-20.4% | $4,237-14.2% |
| Admin fee / account holder | $35 | $707-95.0% | $8,445-99.6% | $593-94.0% |