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 CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 | Consulting | $46,350 |
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Investmen... | $9,964 |
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 | $61,593 | $55,002+12.0% | $59,878+2.9% | $56,287+9.4% |
| Participation rate | 79.7% | 75.9%+3.8pp | 74.7%+5.0pp | 69.9%+9.9pp |
| Annual return | 54.98% | 1.13%+53.8pp | 3.46%+51.5pp | -9.96%+64.9pp |
| Employer contribution / active EE | $2,295 | $2,448-6.2% | $2,722-15.7% | $2,111+8.7% |
| Participant deferral / active EE | $5,180 | $3,121+66.0% | $3,402+52.3% | $3,350+54.6% |
| Admin fee / account holder | $150 | $236-36.4% | $3,590-95.8% | $521-71.2% |