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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,000 |
TWO WEST CAPITAL ADVISORS7 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $40,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,180 | $65,908+56.6% | $81,812+26.1% | $77,643+32.9% |
| Participation rate | 93.9% | 65.8%+28.1pp | 72.3%+21.6pp | 70.6%+23.3pp |
| Annual return | 13.66% | 26.64%-13.0pp | 773.79%-760.1pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,085 | $2,370-12.0% | $2,912-28.4% | $2,726-23.5% |
| Participant deferral / active EE | $9,568 | $3,505+173.0% | $4,319+121.6% | $4,647+105.9% |
| Admin fee / account holder | $244 | $526-53.7% | $7,386-96.7% | $430-43.3% |