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 10-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, NA10+ years Service code 21 P.O. BOX 880 · TULSA, OK 74101 | Bank Trustee | $38,046 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,397 | $54,705-0.6% | $71,209-23.6% | $84,808-35.9% |
| Participation rate | 95.9% | 64.1%+31.8pp | 73.8%+22.1pp | 68.3%+27.6pp |
| Annual return | 15.05% | 35.90%-20.8pp | 282.51%-267.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,360 | $2,158-37.0% | $2,721-50.0% | $2,631-48.3% |
| Participant deferral / active EE | $3,657 | $3,030+20.7% | $4,175-12.4% | $4,212-13.2% |
| Admin fee / account holder | $284 | $4,863-94.2% | $5,349-94.7% | $7,344-96.1% |