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 28 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Investment Management | $26,331 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $307 |
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 | $31,284 | $61,272-48.9% | $149,673-79.1% | $71,457-56.2% |
| Participation rate | 40.3% | 62.5%-22.2pp | 78.8%-38.4pp | 67.9%-27.6pp |
| Annual return | 19.94% | 35.85%-15.9pp | 134.42%-114.5pp | 28.85%-8.9pp |
| Employer contribution / active EE | $388 | $2,378-83.7% | $4,818-91.9% | $2,588-85.0% |
| Participant deferral / active EE | $2,266 | $2,917-22.3% | $5,680-60.1% | $4,289-47.2% |
| Admin fee / account holder | $182 | $1,261-85.5% | $13,210-98.6% | $1,587-88.5% |