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 9-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, NA1 year Service code 25 · EIN 91-2090931 P.O. BOX 880 · TULSA, OK 74101 | Directed Trustee | $32,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,263 | $199,593-82.3% | $76,190-53.7% | $199,593-82.3% |
| Participation rate | 98.7% | 72.0%+26.7pp | 79.3%+19.4pp | 72.0%+26.7pp |
| Annual return | 13.24% | 34.25%-21.0pp | 13.78%-0.5pp | 34.25%-21.0pp |
| Employer contribution / active EE | $2,038 | $3,034-32.8% | $4,578-55.5% | $3,034-32.8% |
| Participant deferral / active EE | $3,683 | $5,087-27.6% | $5,474-32.7% | $5,087-27.6% |
| Admin fee / account holder | $23 | $269-91.6% | $5,123-99.6% | $269-91.6% |