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 CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $57,644 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,395 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $434 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $124,015 | $66,124+87.5% | $90,404+37.2% | $73,488+68.8% |
| Participation rate | 97.1% | 69.7%+27.5pp | 72.7%+24.4pp | 70.7%+26.5pp |
| Annual return | 15.75% | 17.65%-1.9pp | 1293.02%-1277.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,918 | $2,346+24.3% | $3,262-10.6% | $2,270+28.5% |
| Participant deferral / active EE | $5,411 | $3,039+78.1% | $3,963+36.5% | $3,740+44.7% |
| Admin fee / account holder | $342 | $396-13.6% | $5,611-93.9% | $513-33.3% |