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 ADVISORS9+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $21,794 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $775 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,149 | $49,922+64.6% | $80,569+2.0% | $75,163+9.3% |
| Participation rate | 82.1% | 55.3%+26.8pp | 67.0%+15.1pp | 67.2%+15.0pp |
| Annual return | 16.88% | 34.69%-17.8pp | 935.43%-918.6pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,714 | $1,698+0.9% | $2,723-37.1% | $2,670-35.8% |
| Participant deferral / active EE | $4,484 | $2,990+49.9% | $4,447+0.8% | $4,125+8.7% |
| Admin fee / account holder | $215 | $3,577-94.0% | $5,377-96.0% | $5,651-96.2% |