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 ADVISORS10+ years Service code 24 4551 W 107TH ST · OVERLAND PARK, KS 66207 | Discretionary Trustee | $76,492 |
BOKF, NA1 year Filed as: BOKFNA, NA Service code 24 ONE WILLIAMS CENTER · TULSA, OK 74172 | Discretionary Trustee | $30,258 |
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.
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 | $89,394 | $50,815+75.9% | $155,509-42.5% | $77,643+15.1% |
| Participation rate | 54.8% | 63.1%-8.3pp | 78.2%-23.4pp | 70.6%-15.7pp |
| Annual return | 11.38% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,100 | $1,993-44.8% | $4,672-76.5% | $2,726-59.6% |
| Participant deferral / active EE | $3,435 | $2,822+21.7% | $5,626-38.9% | $4,647-26.1% |
| Admin fee / account holder | $422 | $437-3.4% | $15,912-97.3% | $430-2.0% |