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 ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $41,162 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,852 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 99 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Other Fees | $14,949 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $108,261 | $106,110+2.0% | $147,005-26.4% | $77,671+39.4% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 14.52% | 56.77%-42.3pp | 418.76%-404.2pp | 31.21%-16.7pp |
| Employer contribution / active EE | $1,484 | $4,065-63.5% | $4,934-69.9% | $2,726-45.6% |
| Participant deferral / active EE | $7,689 | $7,992-3.8% | $8,070-4.7% | $4,648+65.4% |
| Admin fee / account holder | $191 | $338-43.5% | $13,006-98.5% | $430-55.6% |