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, NA7+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $131,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,791 | $72,254-4.8% | $86,677-20.6% | $64,808+6.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.6%+23.4pp | 71.5%+28.5pp |
| Annual return | -15.82% | 392.42%-408.2pp | 35.91%-51.7pp | 32.82%-48.6pp |
| Employer contribution / active EE | $2,058 | $2,393-14.0% | $2,836-27.4% | $2,506-17.9% |
| Participant deferral / active EE | $5,919 | $4,658+27.1% | $4,656+27.1% | $4,310+37.3% |
| Admin fee / account holder | $166 | $174-4.6% | $7,493-97.8% | $188-11.7% |