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 ADVISORS11+ years Filed as: TWO RIVERS BANK & TRUST Service code 16 222 N MAIN STREET · BURLINGTON, IA 52601 | Consulting | $83,726 |
AT RETIREMENT SERVICES, LLC2 years Service code 15 · EIN 83-3455979 | Recordkeeping | $56,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,336 | $80,705+34.2% | $115,768-6.4% | $67,986+59.4% |
| Participation rate | 99.1% | 63.0%+36.1pp | 74.4%+24.7pp | 57.2%+41.9pp |
| Annual return | 14.08% | 18.49%-4.4pp | 100.46%-86.4pp | 31.67%-17.6pp |
| Employer contribution / active EE | $6,794 | $2,046+232.0% | $2,940+131.1% | $2,019+236.5% |
| Participant deferral / active EE | $5,601 | $3,559+57.4% | $4,917+13.9% | $3,358+66.8% |
| Admin fee / account holder | $445 | $4,135-89.2% | $12,439-96.4% | $3,203-86.1% |