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 ADVISORS2 years Filed as: TWO WEST ADVISORS Service code 16 4551 W. 107TH STREET · OVERLAND PARK, KS 66207 | Consulting | $34,867 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $20,740 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,953 | $44,873+109.4% | $79,464+18.2% | $56,287+66.9% |
| Participation rate | 91.1% | 68.7%+22.3pp | 73.3%+17.7pp | 69.9%+21.2pp |
| Annual return | -1.80% | 0.81%-2.6pp | 718.14%-719.9pp | -9.96%+8.2pp |
| Employer contribution / active EE | $2,561 | $2,140+19.7% | $2,800-8.6% | $2,111+21.3% |
| Participant deferral / active EE | $4,899 | $2,746+78.4% | $3,704+32.3% | $3,350+46.3% |
| Admin fee / account holder | $226 | $418-46.0% | $5,113-95.6% | $521-56.6% |