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 | $43,414 |
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 | $51,458 | $74,089-30.5% | $133,980-61.6% | $55,167-6.7% |
| Participation rate | 98.6% | 84.3%+14.3pp | 87.1%+11.5pp | 69.0%+29.6pp |
| Annual return | 11.89% | 12.11%-0.2pp | 29.30%-17.4pp | 169.23%-157.3pp |
| Employer contribution / active EE | $4,593 | $3,064+49.9% | $5,211-11.9% | $1,963+134.0% |
| Participant deferral / active EE | $4,801 | $4,678+2.6% | $6,282-23.6% | $3,054+57.2% |
| Admin fee / account holder | $256 | $458-44.1% | $9,324-97.3% | $504-49.1% |