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 ADVISORS1+ years Filed as: TWO WEST CAPITAL ADVISORS, LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $32,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,142 |
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 | $67,563 | $63,924+5.7% | $108,579-37.8% | $55,167+22.5% |
| Participation rate | 92.1% | 74.3%+17.7pp | 79.6%+12.5pp | 69.0%+23.1pp |
| Annual return | 9.03% | 15.31%-6.3pp | -51.70%+60.7pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,598 | $1,879-14.9% | $3,758-57.5% | $1,963-18.6% |
| Participant deferral / active EE | $6,651 | $3,067+116.9% | $4,311+54.3% | $3,054+117.8% |
| Admin fee / account holder | $251 | $618-59.4% | $7,645-96.7% | $504-50.2% |