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 ADVISORS6 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Consulting | $30,349 |
TIAA2 years Service code 12 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Claims processing; Float revenue; Par... | $18,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,162 | $46,553+80.8% | $64,056+31.4% | $75,163+12.0% |
| Participation rate | 88.7% | 65.9%+22.7pp | 72.3%+16.4pp | 67.2%+21.5pp |
| Annual return | 15.42% | 26.03%-10.6pp | 33.69%-18.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,755 | $1,974-11.1% | $2,747-36.1% | $2,670-34.3% |
| Participant deferral / active EE | $5,689 | $2,837+100.6% | $3,880+46.6% | $4,125+37.9% |
| Admin fee / account holder | $197 | $2,952-93.3% | $3,068-93.6% | $5,651-96.5% |