See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BOKF, NA5+ years Service code 19 · EIN 73-0780382 | Securities Custodian | $46,917 |
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 | $20,794 | $91,372-77.2% | $129,995-84.0% | $74,419-72.1% |
| Participation rate | 92.2% | 77.8%+14.4pp | 78.5%+13.7pp | 70.7%+21.4pp |
| Annual return | 29.11% | 23.21%+5.9pp | -137.18%+166.3pp | 34.38%-5.3pp |
| Employer contribution / active EE | $1,365 | $2,563-46.8% | $4,320-68.4% | $2,637-48.3% |
| Participant deferral / active EE | $3,400 | $4,721-28.0% | $5,820-41.6% | $4,528-24.9% |
| Admin fee / account holder | $76 | $283-73.2% | $10,614-99.3% | $348-78.2% |