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 ADVISORS2 years Filed as: TWO WEEST CAPITAL ADVISORS Service code 13 · EIN 27-3055170 10975 BENSON DR · OVERLAND PARK, KS 662101569 | Contract Administrator | $38,842 |
TIAA3 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $24,044 |
TAG RESOURCES, LLC1 year Service code 14 · EIN 62-1874769 | Plan Administrator | $4,560 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,571 | $65,322+1.9% | $70,449-5.5% | $73,488-9.4% |
| Participation rate | 98.4% | 77.0%+21.4pp | 75.1%+23.3pp | 70.7%+27.7pp |
| Annual return | 12.89% | 15.71%-2.8pp | 109.03%-96.1pp | 28.51%-15.6pp |
| Employer contribution / active EE | $3,805 | $2,460+54.7% | $2,737+39.1% | $2,270+67.6% |
| Participant deferral / active EE | $3,088 | $3,375-8.5% | $3,709-16.7% | $3,740-17.4% |
| Admin fee / account holder | $149 | $214-30.4% | $3,845-96.1% | $513-70.9% |