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 ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 4551 WEST 107TH STREET THIRD FL · OVERLAND PARK, KS 66207 | Advisory (Plan) | $49,640 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,524 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $463 |
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 | $113,892 | $58,264+95.5% | $86,612+31.5% | $71,457+59.4% |
| Participation rate | 97.9% | 65.0%+32.9pp | 71.7%+26.2pp | 67.9%+30.0pp |
| Annual return | 12.58% | 21.63%-9.0pp | 591.07%-578.5pp | 28.85%-16.3pp |
| Employer contribution / active EE | $3,271 | $2,574+27.1% | $3,022+8.2% | $2,588+26.4% |
| Participant deferral / active EE | $5,851 | $3,436+70.3% | $4,438+31.8% | $4,289+36.4% |
| Admin fee / account holder | $319 | $1,057-69.8% | $5,614-94.3% | $1,587-79.9% |