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 ADVISORS4 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $49,749 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,395 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,475 | $104,317+7.8% | $159,436-29.5% | $86,799+29.6% |
| Participation rate | 97.9% | 77.7%+20.2pp | 82.8%+15.1pp | 72.3%+25.6pp |
| Annual return | 30.29% | 26.32%+4.0pp | 263.57%-233.3pp | 97.91%-67.6pp |
| Employer contribution / active EE | $1,230 | $3,451-64.4% | $4,829-74.5% | $2,405-48.9% |
| Participant deferral / active EE | $7,341 | $6,837+7.4% | $7,352-0.1% | $4,131+77.7% |
| Admin fee / account holder | $241 | $172+40.1% | $10,799-97.8% | $170+42.3% |