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 ADVISORS7 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 10975 BENSON DR STE 560 · OVERLAND PARK, KS 66210 | Advisory (Plan) | $57,504 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,669 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,570 | $56,317+124.7% | $71,209+77.7% | $74,304+70.3% |
| Participation rate | 87.2% | 55.1%+32.1pp | 73.8%+13.5pp | 60.3%+26.9pp |
| Annual return | 14.03% | 42.83%-28.8pp | 282.51%-268.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $3,130 | $2,160+44.9% | $2,721+15.0% | $2,241+39.7% |
| Participant deferral / active EE | $5,561 | $2,788+99.5% | $4,175+33.2% | $3,767+47.6% |
| Admin fee / account holder | $396 | $2,290-82.7% | $5,349-92.6% | $2,969-86.7% |