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 |
|---|---|---|
TWO WEST CAPITAL ADVISORS5+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $32,658 |
BOKF, NA5+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $30,405 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $68,160 | $62,928+8.3% | $172,739-60.5% | $67,579+0.9% |
| Participation rate | 58.2% | 64.5%-6.3pp | 82.6%-24.5pp | 71.3%-13.1pp |
| Annual return | 21.87% | 30.36%-8.5pp | 802.84%-781.0pp | 378.56%-356.7pp |
| Employer contribution / active EE | $743 | $1,636-54.6% | $5,143-85.6% | $2,148-65.4% |
| Participant deferral / active EE | $2,422 | $2,145+12.9% | $5,198-53.4% | $3,539-31.6% |
| Admin fee / account holder | $248 | $167+49.1% | $13,954-98.2% | $142+74.6% |