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 ADVISORS7+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $61,801 |
BOKF, NA7+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $42,794 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,032 | $56,485+73.6% | $185,823-47.2% | $86,799+12.9% |
| Participation rate | 58.8% | 65.5%-6.7pp | 81.7%-22.9pp | 72.3%-13.5pp |
| Annual return | 15.40% | 118.04%-102.6pp | 122.05%-106.7pp | 97.91%-82.5pp |
| Employer contribution / active EE | $916 | $1,843-50.3% | $5,167-82.3% | $2,405-61.9% |
| Participant deferral / active EE | $3,146 | $2,553+23.2% | $5,568-43.5% | $4,131-23.8% |
| Admin fee / account holder | $407 | $150+172.1% | $16,237-97.5% | $170+140.0% |