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 ADVISORS9+ years Service code 24 4551 W 107TH ST · OVERPAND PARK, KS 66207 | Discretionary Trustee | $54,761 |
BOKF, NA9+ years Service code 19 ONE WILLIAMS CENTER TOWER · TULSA, OK 74172 | Securities Custodian | $36,473 |
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 | $87,984 | $47,126+86.7% | $149,673-41.2% | $74,419+18.2% |
| Participation rate | 56.3% | 63.4%-7.1pp | 78.8%-22.4pp | 70.7%-14.4pp |
| Annual return | 15.15% | 22.75%-7.6pp | 134.42%-119.3pp | 34.38%-19.2pp |
| Employer contribution / active EE | $1,077 | $1,905-43.5% | $4,818-77.6% | $2,637-59.2% |
| Participant deferral / active EE | $3,558 | $2,728+30.4% | $5,680-37.4% | $4,528-21.4% |
| Admin fee / account holder | $375 | $343+9.6% | $13,210-97.2% | $348+7.9% |