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 |
|---|---|---|
Filed as: TWO WEST CAPITAL ADVISORS LLC Service code 27 · EIN 27-3055170 | Advisory (Plan) | $89,108 |
THE VANGUARD GROUP, INC.8 years Service code 15 · EIN 23-1945930 | Recordkeeping | $61,998 |
Service code 10 · EIN 48-1246310 | Accounting | $13,150 |
CHARLES SCHWAB & CO., INC.2 years Service code 99 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,923 | $103,024+46.5% | $112,040+34.7% | $79,634+89.5% |
| Participation rate | 99.2% | 80.6%+18.6pp | 76.5%+22.7pp | 62.5%+36.7pp |
| Annual return | 15.93% | 17.60%-1.7pp | 24.52%-8.6pp | 36.46%-20.5pp |
| Employer contribution / active EE | $1,855 | $3,015-38.5% | $2,954-37.2% | $2,529-26.7% |
| Participant deferral / active EE | $9,167 | $5,233+75.2% | $5,098+79.8% | $3,835+139.1% |
| Admin fee / account holder | $220 | $465-52.7% | $12,098-98.2% | $1,002-78.0% |