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 6-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, NA1+ years Service code 21 · EIN 73-0780382 | Bank Trustee | $2,182 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,266 | $69,159-93.8% | $125,175-96.6% | $67,579-93.7% |
| Participation rate | 92.5% | 78.2%+14.3pp | 79.8%+12.7pp | 71.3%+21.2pp |
| Annual return | 0.00% | 27.12%-27.1pp | 43.79%-43.8pp | 378.56%-378.6pp |
| Employer contribution / active EE | $988 | $2,023-51.2% | $3,865-74.4% | $2,148-54.0% |
| Participant deferral / active EE | $2,157 | $3,700-41.7% | $4,937-56.3% | $3,539-39.1% |
| Admin fee / account holder | $8 | $142-94.5% | $9,702-99.9% | $142-94.5% |