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 7-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, NA6 years Service code 19 P.O. BOX 880 · TULSA, OK 74101 | Securities Custodian | $4,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,651 | $122,239-64.3% | $184,200-76.3% | $74,546-41.4% |
| Participation rate | 68.3% | 85.5%-17.2pp | 86.8%-18.5pp | 67.2%+1.1pp |
| Annual return | 21.36% | 19.95%+1.4pp | 28.80%-7.4pp | 1366.03%-1344.7pp |
| Employer contribution / active EE | $2,609 | $4,537-42.5% | $6,424-59.4% | $2,624-0.6% |
| Participant deferral / active EE | $5,153 | $7,139-27.8% | $9,132-43.6% | $4,347+18.5% |
| Admin fee / account holder | $28 | $1,260-97.8% | $13,907-99.8% | $1,944-98.6% |