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 |
|---|---|---|
Filed as: TWO WEST ADVISORS Service code 70 4551 W 107TH STREET, THIRD FLOOR · OVERLAND PARK, KS 66207 | Consulting Fees | $20,898 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,389 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,004 | $155,795-57.6% | $136,294-51.6% | $69,631-5.2% |
| Participation rate | 92.9% | 75.2%+17.6pp | 81.9%+10.9pp | 70.7%+22.2pp |
| Annual return | 22.51% | 232464.33%-232441.8pp | 5155.94%-5133.4pp | 27571.02%-27548.5pp |
| Employer contribution / active EE | $946 | $2,991-68.4% | $4,695-79.9% | $2,032-53.4% |
| Participant deferral / active EE | $6,672 | $5,394+23.7% | $6,247+6.8% | $3,224+107.0% |
| Admin fee / account holder | $42 | $128-67.0% | $9,243-99.5% | $110-61.7% |