See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TWO WEST CAPITAL ADVISORS7+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $23,365 |
AMERICAN FUNDS3 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $10,013 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $97,050 | $56,114+73.0% | $96,139+0.9% | $85,850+13.0% |
| Participation rate | 84.4% | 56.7%+27.7pp | 68.4%+15.9pp | 69.3%+15.1pp |
| Annual return | 14.64% | 42.30%-27.7pp | 191.94%-177.3pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,430 | $2,859+19.9% | $4,349-21.1% | $3,952-13.2% |
| Admin fee / account holder | $309 | $3,768-91.8% | $5,537-94.4% | $6,260-95.1% |