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, NA8+ years Filed as: BOKF, N.A. Service code 19 · EIN 73-0780382 PO BOX 2300 · TULSA, OK 74102 | Securities Custodian | $129,449 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,291 | $99,078-16.9% | $96,544-14.8% | $74,419+10.6% |
| Participation rate | 93.1% | 80.7%+12.5pp | 76.0%+17.2pp | 70.7%+22.4pp |
| Annual return | 20.11% | 22.48%-2.4pp | 25.84%-5.7pp | 34.38%-14.3pp |
| Employer contribution / active EE | $1,898 | $2,570-26.1% | $2,965-36.0% | $2,637-28.0% |
| Participant deferral / active EE | $5,539 | $4,933+12.3% | $4,851+14.2% | $4,528+22.3% |
| Admin fee / account holder | $181 | $225-19.3% | $8,252-97.8% | $348-47.9% |