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 ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $37,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,445 |
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 | $70,927 | $66,302+7.0% | $110,238-35.7% | $56,287+26.0% |
| Participation rate | 94.0% | 74.9%+19.1pp | 79.8%+14.2pp | 69.9%+24.1pp |
| Annual return | -4.56% | -1.18%-3.4pp | 314.74%-319.3pp | -9.96%+5.4pp |
| Employer contribution / active EE | $1,634 | $2,047-20.2% | $3,826-57.3% | $2,111-22.6% |
| Participant deferral / active EE | $7,527 | $3,381+122.6% | $4,672+61.1% | $3,350+124.7% |
| Admin fee / account holder | $295 | $698-57.8% | $8,547-96.6% | $521-43.4% |