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 ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $37,929 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,443 |
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 | $89,890 | $86,332+4.1% | $125,175-28.2% | $65,185+37.9% |
| Participation rate | 93.9% | 75.3%+18.6pp | 79.8%+14.1pp | 70.2%+23.7pp |
| Annual return | 22.48% | 27.43%-5.0pp | 43.79%-21.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $1,785 | $2,040-12.5% | $3,865-53.8% | $2,177-18.0% |
| Participant deferral / active EE | $8,029 | $3,537+127.0% | $4,937+62.6% | $3,514+128.5% |
| Admin fee / account holder | $282 | $609-53.6% | $9,702-97.1% | $847-66.7% |