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 | $98,727+52.9% | $113,168+33.4% | $85,563+76.4% |
| Participation rate | 99.2% | 80.8%+18.4pp | 76.6%+22.6pp | 66.0%+33.2pp |
| Annual return | 15.93% | 17.43%-1.5pp | 24.27%-8.3pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,855 | $2,907-36.2% | $2,975-37.7% | $2,654-30.1% |
| Participant deferral / active EE | $9,167 | $5,424+69.0% | $5,107+79.5% | $4,375+109.5% |
| Admin fee / account holder | $220 | $357-38.3% | $12,068-98.2% | $834-73.6% |