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, NA8+ years Service code 21 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Bank Trustee | $104,557 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,633 | $46,292-57.6% | $143,757-86.3% | $64,808-69.7% |
| Participation rate | 84.3% | 64.2%+20.0pp | 80.3%+3.9pp | 71.5%+12.8pp |
| Annual return | -16.65% | -10.05%-6.6pp | -0.04%-16.6pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,156 | $1,910-39.4% | $4,951-76.6% | $2,506-53.8% |
| Participant deferral / active EE | $1,699 | $2,646-35.8% | $5,637-69.9% | $4,310-60.6% |
| Admin fee / account holder | $152 | $154-1.1% | $14,673-99.0% | $188-19.0% |