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 ADVISORS4+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Advisory (Plan) | $21,888 |
AMERICAN FUNDS4+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $7,320 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,146 | $42,383+46.6% | $76,523-18.8% | $64,186-3.2% |
| Participation rate | 91.3% | 58.1%+33.2pp | 68.0%+23.3pp | 69.6%+21.7pp |
| Annual return | -5.41% | -16.54%+11.1pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,468 | $1,563-6.1% | $2,647-44.5% | $2,381-38.3% |
| Participant deferral / active EE | $4,612 | $2,566+79.7% | $3,835+20.2% | $3,470+32.9% |
| Admin fee / account holder | $243 | $3,198-92.4% | $4,848-95.0% | $4,888-95.0% |