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, NA6+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $40,428 |
TWO WEST CAPITAL ADVISORS6+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $39,640 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,054 | $52,293+58.8% | $178,490-53.5% | $73,409+13.1% |
| Participation rate | 61.6% | 65.3%-3.7pp | 81.9%-20.3pp | 72.2%-10.6pp |
| Annual return | 16.77% | 34.75%-18.0pp | 151.07%-134.3pp | 59.29%-42.5pp |
| Employer contribution / active EE | $884 | $1,735-49.0% | $5,011-82.3% | $2,234-60.4% |
| Participant deferral / active EE | $2,792 | $2,332+19.7% | $5,202-46.3% | $3,805-26.6% |
| Admin fee / account holder | $307 | $127+140.9% | $13,984-97.8% | $158+94.3% |