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 | $45,091 |
TWO WEST CAPITAL ADVISORS3 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $39,691 |
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 | $93,222 | $100,801-7.5% | $149,696-37.7% | $73,409+27.0% |
| Participation rate | 98.1% | 77.7%+20.4pp | 82.5%+15.6pp | 72.2%+25.9pp |
| Annual return | 14.93% | 265.34%-250.4pp | 276.60%-261.7pp | 59.29%-44.4pp |
| Employer contribution / active EE | $1,158 | $3,312-65.0% | $4,644-75.1% | $2,234-48.2% |
| Participant deferral / active EE | $6,821 | $6,404+6.5% | $6,842-0.3% | $3,805+79.2% |
| Admin fee / account holder | $223 | $181+23.2% | $9,309-97.6% | $158+41.1% |