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, NA10+ years Service code 21 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Bank Trustee | $105,882 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,186 | $50,815-54.4% | $155,509-85.1% | $77,643-70.1% |
| Participation rate | 86.9% | 63.1%+23.8pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 11.58% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $1,159 | $1,993-41.8% | $4,672-75.2% | $2,726-57.5% |
| Participant deferral / active EE | $1,883 | $2,822-33.3% | $5,626-66.5% | $4,647-59.5% |
| Admin fee / account holder | $149 | $437-65.8% | $15,912-99.1% | $430-65.4% |