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 |
|---|---|---|
WEST CAPITAL MANAGEMENT3 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $44,673 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $39,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,588 | $65,061+103.8% | $143,757-7.8% | $66,914+98.1% |
| Participation rate | 97.2% | 65.2%+32.0pp | 80.3%+16.9pp | 69.8%+27.4pp |
| Annual return | -12.01% | -11.14%-0.9pp | -0.04%-12.0pp | 1.58%-13.6pp |
| Employer contribution / active EE | $2,833 | $2,361+20.0% | $4,951-42.8% | $2,544+11.3% |
| Participant deferral / active EE | $5,174 | $2,919+77.3% | $5,637-8.2% | $4,237+22.1% |
| Admin fee / account holder | $687 | $502+36.9% | $14,673-95.3% | $593+15.8% |