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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $78,706 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 | Consulting | $34,994 |
Service code 33 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $122,807 | $60,795+102.0% | $69,455+76.8% | $65,185+88.4% |
| Participation rate | 57.7% | 74.9%-17.1pp | 74.6%-16.9pp | 70.2%-12.5pp |
| Annual return | 18.41% | 17.46%+0.9pp | 28.97%-10.6pp | 29.38%-11.0pp |
| Employer contribution / active EE | $1,198 | $2,452-51.1% | $2,779-56.9% | $2,177-44.9% |
| Participant deferral / active EE | $4,793 | $3,162+51.6% | $3,535+35.6% | $3,514+36.4% |
| Admin fee / account holder | $569 | $314+81.2% | $3,839-85.2% | $847-32.9% |