See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA8+ years Filed as: BOKF NA Service code 19 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $8,127 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,497 | $65,061-62.3% | $143,757-83.0% | $66,914-63.4% |
| Participation rate | 34.2% | 65.2%-31.0pp | 80.3%-46.1pp | 69.8%-35.6pp |
| Annual return | -13.42% | -11.14%-2.3pp | -0.04%-13.4pp | 1.58%-15.0pp |
| Employer contribution / active EE | $413 | $2,361-82.5% | $4,951-91.7% | $2,544-83.8% |
| Participant deferral / active EE | $1,574 | $2,919-46.1% | $5,637-72.1% | $4,237-62.8% |
| Admin fee / account holder | $58 | $502-88.4% | $14,673-99.6% | $593-90.2% |