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 9-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, NA9+ years Service code 19 P.O. BOX 880 · TULSA, OH 74101 | Securities Custodian | $5,181 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,877 | $88,890-49.5% | $102,423-56.2% | $77,643-42.2% |
| Participation rate | 88.1% | 80.9%+7.2pp | 76.5%+11.6pp | 70.6%+17.5pp |
| Annual return | 17.28% | 24.98%-7.7pp | 29.32%-12.0pp | 31.24%-14.0pp |
| Employer contribution / active EE | $2,673 | $2,698-0.9% | $3,023-11.6% | $2,726-1.9% |
| Participant deferral / active EE | $4,381 | $5,145-14.9% | $5,053-13.3% | $4,647-5.7% |
| Admin fee / account holder | $19 | $235-92.1% | $9,451-99.8% | $430-95.7% |