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 ADVISORS8 years Filed as: TWO WEST CAPITAL ADVISOR LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $68,063 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $61,589 |
Filed as: SSC CPAS, P.A. Service code 10 · EIN 48-1215584 | Accounting | $13,610 |
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 | $115,385 | $119,446-3.4% | $150,045-23.1% | $85,563+34.9% |
| Participation rate | 98.4% | 75.4%+22.9pp | 82.3%+16.1pp | 66.0%+32.4pp |
| Annual return | 19.31% | 23.72%-4.4pp | 62.55%-43.2pp | 31.51%-12.2pp |
| Employer contribution / active EE | $1,422 | $4,078-65.1% | $4,693-69.7% | $2,654-46.4% |
| Participant deferral / active EE | $9,429 | $7,985+18.1% | $7,997+17.9% | $4,375+115.5% |
| Admin fee / account holder | $239 | $548-56.4% | $13,435-98.2% | $834-71.4% |