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 9-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, OK 74101 | Securities Custodian | $66,165 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,903 | $56,485-36.4% | $185,823-80.7% | $86,799-58.6% |
| Participation rate | 97.4% | 65.5%+31.9pp | 81.7%+15.7pp | 72.3%+25.1pp |
| Annual return | 12.60% | 118.04%-105.4pp | 122.05%-109.5pp | 97.91%-85.3pp |
| Employer contribution / active EE | $1,559 | $1,843-15.4% | $5,167-69.8% | $2,405-35.2% |
| Participant deferral / active EE | $5,630 | $2,553+120.5% | $5,568+1.1% | $4,131+36.3% |
| Admin fee / account holder | $107 | $150-28.2% | $16,237-99.3% | $170-36.7% |