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 |
|---|---|---|
Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $15,799 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,642 |
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 | $108,347 | $51,620+109.9% | $90,281+20.0% | $65,185+66.2% |
| Participation rate | 96.2% | 68.6%+27.6pp | 73.3%+23.0pp | 70.2%+26.0pp |
| Annual return | 18.49% | 24.94%-6.4pp | 78.10%-59.6pp | 29.38%-10.9pp |
| Employer contribution / active EE | $2,774 | $2,235+24.1% | $2,854-2.8% | $2,177+27.4% |
| Participant deferral / active EE | $5,214 | $2,871+81.6% | $3,885+34.2% | $3,514+48.4% |
| Admin fee / account holder | $239 | $384-37.9% | $5,351-95.5% | $847-71.8% |