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 ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Consulting | $12,288 |
TIAA1 year Service code 12 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Direct payment from the plan; Partici... | $7,373 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 6501 DEANE HILL DRIVE · KNOXVILLE, TN 379196006 | Plan Administrator | $6,144 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 | Securities brokerage commissions and ... | $0 |
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 | $73,454 | $60,989+20.4% | $60,874+20.7% | $66,914+9.8% |
| Participation rate | 93.0% | 74.5%+18.5pp | 73.1%+19.9pp | 69.8%+23.2pp |
| Annual return | -16.70% | -9.60%-7.1pp | 16.90%-33.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,491 | $2,661-44.0% | $2,701-44.8% | $2,544-41.4% |
| Participant deferral / active EE | $5,284 | $3,615+46.2% | $3,817+38.4% | $4,237+24.7% |
| Admin fee / account holder | $326 | $338-3.7% | $3,224-89.9% | $593-45.1% |