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 ADVISORS5 years Service code 28 · EIN 27-3055170 1582 N 1060 ROAD · LAWRENCE, KS 66046 | Investment Management | $21,696 |
TAG RESOURCES, LLC3 years Service code 14 · EIN 62-1874769 | Plan Administrator | $13,017 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,848 |
AUL2 years Service code 15 · EIN 35-0145825 P.O. BOX 368 · INDIANAPOLIS, IN 462060368 | Recordkeeping | $46 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,072 | $65,061-43.0% | $143,757-74.2% | $66,914-44.6% |
| Participation rate | 90.1% | 65.2%+24.9pp | 80.3%+9.8pp | 69.8%+20.3pp |
| Annual return | -13.81% | -11.14%-2.7pp | -0.04%-13.8pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,271 | $2,361-3.8% | $4,951-54.1% | $2,544-10.7% |
| Participant deferral / active EE | $3,924 | $2,919+34.4% | $5,637-30.4% | $4,237-7.4% |
| Admin fee / account holder | $256 | $502-48.9% | $14,673-98.3% | $593-56.8% |