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 WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $6,412 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $23,718 | $39,122-39.4% | $57,179-58.5% | $62,891-62.3% |
| Participation rate | 21.6% | 70.5%-48.9pp | 75.3%-53.7pp | 69.3%-47.7pp |
| Annual return | 7.55% | 9.23%-1.7pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $99 | $1,874-94.7% | $2,682-96.3% | $2,281-95.7% |
| Participant deferral / active EE | $922 | $2,374-61.2% | $3,096-70.2% | $3,203-71.2% |
| Admin fee / account holder | $319 | $2,592-87.7% | $3,139-89.8% | $4,296-92.6% |