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 ADVISORS6 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $37,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,565 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,351 | $52,208+94.1% | $86,612+17.0% | $74,419+36.2% |
| Participation rate | 95.3% | 66.3%+29.0pp | 71.7%+23.6pp | 70.7%+24.6pp |
| Annual return | 18.15% | 44.46%-26.3pp | 591.07%-572.9pp | 34.38%-16.2pp |
| Employer contribution / active EE | $2,152 | $2,282-5.7% | $3,022-28.8% | $2,637-18.4% |
| Participant deferral / active EE | $9,515 | $3,383+181.2% | $4,438+114.4% | $4,528+110.1% |
| Admin fee / account holder | $245 | $319-23.3% | $5,614-95.6% | $348-29.7% |