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 7-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 |
|---|---|---|
THE FINWAY GROUP3 years Service code 13 5625 MILLS CIVIC PARKWAY · WEST DES MOINES, IA 50266 | Contract Administrator | $300,287 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $210,061 |
KINWELL LLC5 years Service code 27 · EIN 82-2977833 1630 MEETING ST. STE. 203 · CHARLESTON, SC 29405 | Advisory (Plan) | $65,641 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 99 4551 WEST 107TH STREET · OVERLAND PARK, KS 66207 | Other Fees | $27,431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,972 | $44,626-53.0% | $86,188-75.7% | $80,160-73.8% |
| Participation rate | 79.2% | 63.5%+15.7pp | 69.0%+10.2pp | 72.9%+6.3pp |
| Annual return | 29.24% | 19.61%+9.6pp | 1168.45%-1139.2pp | 40.38%-11.1pp |
| Employer contribution / active EE | $1,258 | $1,099+14.5% | $2,380-47.1% | $2,978-57.7% |
| Participant deferral / active EE | $4,137 | $2,769+49.4% | $3,985+3.8% | $5,017-17.6% |
| Admin fee / account holder | $185 | $133+38.9% | $6,852-97.3% | $145+27.6% |