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 ADVISORS7 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Consulting | $34,587 |
TIAA3 years Service code 12 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Claims processing; Direct payment fro... | $20,794 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE, SUITE 320E · WHITE PLAINS, NY 106043027 | Plan Administrator | $19,511 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,226 | $69,763+32.2% | $67,502+36.6% | $74,495+23.8% |
| Participation rate | 91.0% | 71.4%+19.6pp | 72.9%+18.1pp | 67.2%+23.8pp |
| Annual return | 11.32% | -40.34%+51.7pp | 3512.12%-3500.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,580 | $2,704-41.6% | $2,731-42.1% | $2,623-39.8% |
| Participant deferral / active EE | $4,725 | $3,636+30.0% | $4,000+18.1% | $4,346+8.7% |
| Admin fee / account holder | $301 | $896-66.4% | $3,998-92.5% | $1,942-84.5% |