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 ADVISORS10+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,657 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $4,132 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,182 | $57,016+49.4% | $84,966+0.3% | $80,856+5.4% |
| Participation rate | 88.3% | 56.3%+32.0pp | 67.5%+20.8pp | 67.6%+20.7pp |
| Annual return | 12.73% | 21.66%-8.9pp | 66.38%-53.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,901 | $1,798+5.8% | $2,727-30.3% | $2,755-31.0% |
| Participant deferral / active EE | $5,200 | $3,110+67.2% | $4,519+15.1% | $4,296+21.1% |
| Admin fee / account holder | $260 | $4,980-94.8% | $6,149-95.8% | $6,918-96.2% |