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 ADVISORS6 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $50,049 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $46,959 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,318 | $95,274+3.2% | $135,903-27.7% | $74,419+32.1% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 18.38% | 32.77%-14.4pp | 68.23%-49.9pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,245 | $3,874-67.9% | $4,856-74.4% | $2,637-52.8% |
| Participant deferral / active EE | $7,766 | $7,782-0.2% | $7,758+0.1% | $4,528+71.5% |
| Admin fee / account holder | $206 | $266-22.4% | $10,762-98.1% | $348-40.7% |