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 |
|---|---|---|
Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 27 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Advisory (Plan) | $22,098 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $11,598 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,126 | $45,863+52.9% | $77,024-9.0% | $68,494+2.4% |
| Participation rate | 84.4% | 55.9%+28.5pp | 67.9%+16.5pp | 67.9%+16.5pp |
| Annual return | -16.37% | 1.72%-18.1pp | 42.32%-58.7pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,507 | $1,650-8.7% | $2,812-46.4% | $2,596-42.0% |
| Participant deferral / active EE | $4,690 | $2,962+58.3% | $4,426+5.9% | $4,027+16.4% |
| Admin fee / account holder | $318 | $3,041-89.5% | $5,425-94.1% | $5,403-94.1% |