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, NA4 years Service code 28 · EIN 73-0780382 P.O. BOX 880 · TULSA, OK 74101 | Investment Management | $24,871 |
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 | $36,530 | $49,915-26.8% | $154,803-76.4% | $74,304-50.8% |
| Participation rate | 43.6% | 54.0%-10.3pp | 78.1%-34.4pp | 60.3%-16.7pp |
| Annual return | 18.00% | 34.06%-16.1pp | 58.88%-40.9pp | 29.43%-11.4pp |
| Employer contribution / active EE | $433 | $1,611-73.1% | $4,305-89.9% | $2,241-80.7% |
| Participant deferral / active EE | $2,617 | $2,255+16.1% | $5,540-52.8% | $3,767-30.5% |
| Admin fee / account holder | $166 | $2,189-92.4% | $14,329-98.8% | $2,969-94.4% |