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 8-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 Service code 22 · EIN 27-3055170 1582 N 1060 RD · LAWRENCE, KS 66046 | Insurance Broker | $19,928 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,299 |
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 | $40,245 | $65,557-38.6% | $64,056-37.2% | $71,457-43.7% |
| Participation rate | 93.1% | 73.2%+20.0pp | 72.3%+20.8pp | 67.9%+25.2pp |
| Annual return | 6.73% | 18.94%-12.2pp | 33.69%-27.0pp | 28.85%-22.1pp |
| Employer contribution / active EE | $1,488 | $2,669-44.3% | $2,747-45.8% | $2,588-42.5% |
| Participant deferral / active EE | $2,668 | $3,626-26.4% | $3,880-31.2% | $4,289-37.8% |
| Admin fee / account holder | $77 | $616-87.5% | $3,068-97.5% | $1,587-95.2% |