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, NA11+ years Service code 21 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Bank Trustee | $126,663 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,442 | $50,982-52.1% | $154,803-84.2% | $85,563-71.4% |
| Participation rate | 89.2% | 59.8%+29.4pp | 78.1%+11.1pp | 66.0%+23.2pp |
| Annual return | 16.07% | 30.35%-14.3pp | 58.88%-42.8pp | 31.51%-15.4pp |
| Employer contribution / active EE | $1,153 | $1,708-32.5% | $4,305-73.2% | $2,654-56.5% |
| Participant deferral / active EE | $1,945 | $2,474-21.4% | $5,540-64.9% | $4,375-55.5% |
| Admin fee / account holder | $187 | $846-77.9% | $14,329-98.7% | $834-77.6% |