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 10-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, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $105,070 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,675 | $56,485-59.9% | $185,823-87.8% | $86,799-73.9% |
| Participation rate | 82.5% | 65.5%+17.0pp | 81.7%+0.8pp | 72.3%+10.2pp |
| Annual return | 12.67% | 118.04%-105.4pp | 122.05%-109.4pp | 97.91%-85.2pp |
| Employer contribution / active EE | $929 | $1,843-49.6% | $5,167-82.0% | $2,405-61.4% |
| Participant deferral / active EE | $1,659 | $2,553-35.0% | $5,568-70.2% | $4,131-59.8% |
| Admin fee / account holder | $157 | $150+4.6% | $16,237-99.0% | $170-7.7% |