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 ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $43,497 |
Service code 37 · EIN 04-2647786 | Loan Processing | $34,772 |
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 | $90,537 | $51,197+76.8% | $82,719+9.5% | $66,914+35.3% |
| Participation rate | 95.1% | 67.8%+27.3pp | 72.6%+22.6pp | 69.8%+25.3pp |
| Annual return | -15.88% | -9.64%-6.2pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $1,857 | $2,611-28.9% | $3,009-38.3% | $2,544-27.0% |
| Participant deferral / active EE | $8,626 | $3,458+149.5% | $4,395+96.3% | $4,237+103.6% |
| Admin fee / account holder | $302 | $416-27.3% | $5,329-94.3% | $593-49.1% |