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, NA5+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 880 · TULSA, OK 74101 | Securities Custodian | $116,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,656 | $79,519+7.7% | $95,952-10.7% | $73,409+16.7% |
| Participation rate | 97.0% | 81.2%+15.8pp | 77.1%+19.9pp | 72.2%+24.8pp |
| Annual return | 15.30% | 19.20%-3.9pp | 91.61%-76.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $1,561 | $2,048-23.8% | $2,541-38.6% | $2,234-30.1% |
| Participant deferral / active EE | $4,494 | $4,138+8.6% | $4,167+7.9% | $3,805+18.1% |
| Admin fee / account holder | $190 | $184+2.9% | $6,795-97.2% | $158+20.2% |