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 Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $3,643 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $28,049 | $52,953-47.0% | $172,739-83.8% | $65,185-57.0% |
| Participation rate | 42.1% | 66.2%-24.1pp | 82.6%-40.5pp | 70.2%-28.1pp |
| Annual return | 19.84% | 30.12%-10.3pp | 802.84%-783.0pp | 29.38%-9.5pp |
| Employer contribution / active EE | $155 | $2,190-92.9% | $5,143-97.0% | $2,177-92.9% |
| Participant deferral / active EE | $1,325 | $2,471-46.4% | $5,198-74.5% | $3,514-62.3% |
| Admin fee / account holder | $32 | $472-93.2% | $13,954-99.8% | $847-96.2% |