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 ADVISORS11+ years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $21,634 |
AMERICAN FUNDS7 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $13,546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,949 | $60,022+21.5% | $88,946-18.0% | $84,808-14.0% |
| Participation rate | 89.4% | 57.8%+31.6pp | 68.8%+20.6pp | 68.3%+21.1pp |
| Annual return | 13.15% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,734 | $1,703+1.8% | $2,555-32.1% | $2,631-34.1% |
| Participant deferral / active EE | $5,099 | $3,114+63.8% | $4,581+11.3% | $4,212+21.1% |
| Admin fee / account holder | $335 | $4,811-93.0% | $8,261-95.9% | $7,344-95.4% |