Filed March 10, 2022
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, NA10+ years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $5,024 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,861 | $58,778-42.4% | $129,295-73.8% | $77,671-56.4% |
| Participation rate | 78.6% | 59.2%+19.4pp | 69.6%+9.0pp | 70.6%+8.0pp |
| Annual return | 14.51% | 24.73%-10.2pp | 9429.28%-9414.8pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,150 | $1,952-41.1% | $4,157-72.3% | $2,726-57.8% |
| Participant deferral / active EE | $2,188 | $3,212-31.9% | $4,169-47.5% | $4,648-52.9% |
| Admin fee / account holder | $12 | $589-98.0% | $7,665-99.8% | $430-97.3% |