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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,396 |
TWO WEST CAPITAL ADVISORS2 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $38,392 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,345 | $88,122-3.2% | $141,162-39.5% | $67,579+26.3% |
| Participation rate | 98.3% | 76.5%+21.9pp | 82.5%+15.9pp | 71.3%+27.1pp |
| Annual return | 21.99% | 75.40%-53.4pp | 71.39%-49.4pp | 378.56%-356.6pp |
| Employer contribution / active EE | $1,178 | $3,224-63.5% | $4,735-75.1% | $2,148-45.2% |
| Participant deferral / active EE | $6,819 | $5,958+14.5% | $6,709+1.6% | $3,539+92.7% |
| Admin fee / account holder | $239 | $131+82.8% | $10,261-97.7% | $142+68.2% |