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, NA10+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $129,924 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,658 | $98,727-15.3% | $113,168-26.1% | $85,563-2.2% |
| Participation rate | 96.3% | 80.8%+15.5pp | 76.6%+19.8pp | 66.0%+30.4pp |
| Annual return | 17.10% | 17.43%-0.3pp | 24.27%-7.2pp | 31.51%-14.4pp |
| Employer contribution / active EE | $2,050 | $2,907-29.5% | $2,975-31.1% | $2,654-22.7% |
| Participant deferral / active EE | $5,669 | $5,424+4.5% | $5,107+11.0% | $4,375+29.6% |
| Admin fee / account holder | $148 | $357-58.6% | $12,068-98.8% | $834-82.3% |