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 | $84,556+28.1% | $116,228-6.8% | $74,304+45.8% |
| Participation rate | 99.1% | 66.0%+33.0pp | 74.6%+24.5pp | 60.3%+38.7pp |
| Annual return | 14.08% | 18.35%-4.3pp | 90.06%-76.0pp | 29.43%-15.4pp |
| Employer contribution / active EE | $6,794 | $2,168+213.4% | $2,994+126.9% | $2,241+203.1% |
| Participant deferral / active EE | $5,601 | $3,814+46.8% | $4,953+13.1% | $3,767+48.7% |
| Admin fee / account holder | $445 | $3,792-88.3% | $11,989-96.3% | $2,969-85.0% |