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 | Claims processing; Participant loan p... | $37,784 |
TWO WEST CAPITAL ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 16 · EIN 27-3055170 | Consulting | $34,992 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,436 | $53,822+58.7% | $75,696+12.9% | $85,850-0.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 13.38% | 24.54%-11.2pp | 104.53%-91.1pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,337 | $2,017-33.7% | $2,743-51.2% | $2,565-47.9% |
| Participant deferral / active EE | $5,209 | $2,895+79.9% | $3,821+36.3% | $3,952+31.8% |
| Admin fee / account holder | $237 | $3,343-92.9% | $3,619-93.4% | $6,260-96.2% |