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 ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $39,972 |
Service code 37 · EIN 04-2647786 | Loan Processing | $31,596 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $101,098 | $66,124+52.9% | $90,404+11.8% | $73,488+37.6% |
| Participation rate | 94.7% | 69.7%+25.0pp | 72.7%+22.0pp | 70.7%+24.0pp |
| Annual return | 14.44% | 17.65%-3.2pp | 1293.02%-1278.6pp | 28.51%-14.1pp |
| Employer contribution / active EE | $787 | $2,346-66.5% | $3,262-75.9% | $2,270-65.3% |
| Participant deferral / active EE | $7,972 | $3,039+162.3% | $3,963+101.1% | $3,740+113.2% |
| Admin fee / account holder | $305 | $396-23.1% | $5,611-94.6% | $513-40.6% |