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 ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $55,047 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,181 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $986 |
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 | $106,237 | $51,197+107.5% | $82,719+28.4% | $66,914+58.8% |
| Participation rate | 96.8% | 67.8%+29.0pp | 72.6%+24.2pp | 69.8%+27.0pp |
| Annual return | -19.46% | -9.64%-9.8pp | 701.18%-720.6pp | 1.58%-21.0pp |
| Employer contribution / active EE | $3,150 | $2,611+20.6% | $3,009+4.7% | $2,544+23.8% |
| Participant deferral / active EE | $5,734 | $3,458+65.8% | $4,395+30.5% | $4,237+35.3% |
| Admin fee / account holder | $361 | $416-13.1% | $5,329-93.2% | $593-39.1% |