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, NA2+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $45,358 |
TWO WEST CAPITAL ADVISORS2+ years Filed as: TWO WEST ADVISORS Service code 27 4551 W 107TH ST · OVERLAND PARK, KS 66207 | Advisory (Plan) | $26,392 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,422 | $75,183-9.0% | $123,892-44.8% | $55,167+24.0% |
| Participation rate | 92.5% | 72.8%+19.6pp | 81.4%+11.1pp | 69.0%+23.5pp |
| Annual return | 9.23% | 19.01%-9.8pp | 47.52%-38.3pp | 169.23%-160.0pp |
| Employer contribution / active EE | $1,114 | $2,823-60.5% | $4,617-75.9% | $1,963-43.2% |
| Participant deferral / active EE | $4,643 | $5,084-8.7% | $5,984-22.4% | $3,054+52.0% |
| Admin fee / account holder | $299 | $663-54.9% | $8,357-96.4% | $504-40.7% |