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 ADVISORS8+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $57,922 |
BOKF, NA8+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $44,646 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $77,323 | $46,292+67.0% | $143,757-46.2% | $64,808+19.3% |
| Participation rate | 59.2% | 64.2%-5.0pp | 80.3%-21.1pp | 71.5%-12.2pp |
| Annual return | -18.21% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.0pp |
| Employer contribution / active EE | $1,010 | $1,910-47.1% | $4,951-79.6% | $2,506-59.7% |
| Participant deferral / active EE | $3,265 | $2,646+23.4% | $5,637-42.1% | $4,310-24.2% |
| Admin fee / account holder | $409 | $154+165.8% | $14,673-97.2% | $188+117.6% |