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, NA5 years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $43,748 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,301 | $106,236-75.2% | $112,228-76.6% | $64,808-59.4% |
| Participation rate | 74.8% | 71.7%+3.1pp | 75.1%-0.3pp | 71.5%+3.3pp |
| Annual return | -16.57% | -6.02%-10.5pp | 27.45%-44.0pp | 32.82%-49.4pp |
| Employer contribution / active EE | $0 | $3,166-100.0% | $3,635-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,890 | $3,785-23.7% | $4,728-38.9% | $4,310-33.0% |
| Admin fee / account holder | $155 | $452-65.8% | $6,410-97.6% | $188-17.7% |