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 ADVISORS5 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $51,376 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $49,441 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,523 | $82,202+5.3% | $125,339-31.0% | $64,808+33.5% |
| Participation rate | 98.6% | 77.9%+20.7pp | 82.4%+16.2pp | 71.5%+27.1pp |
| Annual return | -15.28% | 3.48%-18.8pp | 572.05%-587.3pp | 32.82%-48.1pp |
| Employer contribution / active EE | $1,201 | $3,615-66.8% | $4,814-75.0% | $2,506-52.1% |
| Participant deferral / active EE | $7,750 | $7,175+8.0% | $7,446+4.1% | $4,310+79.8% |
| Admin fee / account holder | $228 | $163+39.7% | $10,010-97.7% | $188+21.5% |