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 ADVISORS8 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $42,921 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $41,532 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,390 | $61,058+146.3% | $71,209+111.2% | $85,563+75.8% |
| Participation rate | 67.6% | 58.6%+9.0pp | 73.8%-6.2pp | 66.0%+1.6pp |
| Annual return | 60.18% | 100.41%-40.2pp | 282.51%-222.3pp | 31.51%+28.7pp |
| Employer contribution / active EE | $1,357 | $2,199-38.3% | $2,721-50.1% | $2,654-48.9% |
| Participant deferral / active EE | $6,770 | $3,173+113.4% | $4,175+62.1% | $4,375+54.7% |
| Admin fee / account holder | $229 | $855-73.2% | $5,349-95.7% | $834-72.6% |