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 ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $44,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,092 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,756 | $63,745+67.5% | $98,442+8.4% | $79,386+34.5% |
| Participation rate | 94.6% | 69.9%+24.8pp | 73.3%+21.3pp | 70.7%+23.9pp |
| Annual return | 14.60% | 625.80%-611.2pp | 1492.73%-1478.1pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,573 | $2,557-38.5% | $2,960-46.8% | $2,427-35.2% |
| Participant deferral / active EE | $7,769 | $3,303+135.2% | $4,276+81.7% | $4,046+92.0% |
| Admin fee / account holder | $305 | $516-40.8% | $5,949-94.9% | $626-51.3% |