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 ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $56,682 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,968 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,076 |
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 | $131,300 | $63,745+106.0% | $98,442+33.4% | $79,386+65.4% |
| Participation rate | 97.4% | 69.9%+27.5pp | 73.3%+24.0pp | 70.7%+26.7pp |
| Annual return | 11.29% | 625.80%-614.5pp | 1492.73%-1481.4pp | 116.85%-105.6pp |
| Employer contribution / active EE | $3,162 | $2,557+23.7% | $2,960+6.8% | $2,427+30.2% |
| Participant deferral / active EE | $5,762 | $3,303+74.4% | $4,276+34.7% | $4,046+42.4% |
| Admin fee / account holder | $380 | $516-26.4% | $5,949-93.6% | $626-39.4% |