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 ADVISORS6 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $53,258 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,950 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,459 |
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 | $121,599 | $60,323+101.6% | $81,812+48.6% | $74,495+63.2% |
| Participation rate | 97.8% | 62.9%+35.0pp | 72.3%+25.5pp | 67.2%+30.6pp |
| Annual return | 8.39% | 16.90%-8.5pp | 773.79%-765.4pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $3,462 | $2,620+32.1% | $2,912+18.9% | $2,623+32.0% |
| Participant deferral / active EE | $6,086 | $3,387+79.7% | $4,319+40.9% | $4,346+40.0% |
| Admin fee / account holder | $356 | $1,486-76.1% | $7,386-95.2% | $1,942-81.7% |