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 ADVISORS7 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $57,528 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $52,917 |
Filed as: SSC CPAS, P.A. Service code 10 · EIN 48-1215584 | Accounting | $12,861 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,486 | $106,028-4.3% | $146,958-30.9% | $77,643+30.7% |
| Participation rate | 94.6% | 78.4%+16.2pp | 82.2%+12.4pp | 70.6%+24.0pp |
| Annual return | 17.88% | 56.73%-38.9pp | 418.34%-400.5pp | 31.24%-13.4pp |
| Employer contribution / active EE | $1,226 | $4,063-69.8% | $4,933-75.2% | $2,726-55.0% |
| Participant deferral / active EE | $7,888 | $7,990-1.3% | $8,070-2.3% | $4,647+69.7% |
| Admin fee / account holder | $225 | $337-33.3% | $12,998-98.3% | $430-47.7% |