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, NA3 years Service code 28 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Investment Management | $22,672 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Participants) | $0 |
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 | $31,060 | $55,415-44.0% | $155,509-80.0% | $74,495-58.3% |
| Participation rate | 45.2% | 61.9%-16.7pp | 78.2%-32.9pp | 67.2%-22.0pp |
| Annual return | 12.38% | 268.50%-256.1pp | 64.67%-52.3pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $478 | $2,267-78.9% | $4,672-89.8% | $2,623-81.8% |
| Participant deferral / active EE | $2,631 | $2,836-7.2% | $5,626-53.2% | $4,346-39.5% |
| Admin fee / account holder | $155 | $1,738-91.1% | $15,912-99.0% | $1,942-92.0% |