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; Direct pay... | $35,697 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 | Consulting | $34,045 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 | Securities brokerage; Securities brok... | $0 |
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 | $83,627 | $49,227+69.9% | $70,449+18.7% | $79,858+4.7% |
| Participation rate | 93.4% | 69.2%+24.2pp | 75.1%+18.4pp | 69.6%+23.8pp |
| Annual return | 13.79% | 30.06%-16.3pp | 109.03%-95.2pp | 31.71%-17.9pp |
| Employer contribution / active EE | $760 | $2,099-63.8% | $2,737-72.2% | $2,471-69.3% |
| Participant deferral / active EE | $7,606 | $2,768+174.8% | $3,709+105.1% | $3,740+103.4% |
| Admin fee / account holder | $234 | $2,878-91.9% | $3,845-93.9% | $5,306-95.6% |