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, NA1 year Service code 15 · EIN 73-6210970 | Recordkeeping | $34,579 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $199,841 | $75,183+165.8% | $123,892+61.3% | $55,167+262.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 6.10% | 19.01%-12.9pp | 47.52%-41.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $9,846 | $2,823+248.7% | $4,617+113.3% | $1,963+401.7% |
| Participant deferral / active EE | $4,157 | $5,084-18.2% | $5,984-30.5% | $3,054+36.1% |
| Admin fee / account holder | $169 | $663-74.5% | $8,357-98.0% | $504-66.4% |