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 MANAGEMENT4 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $59,765 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $25,426 |
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 | $125,528 | $61,272+104.9% | $149,673-16.1% | $71,457+75.7% |
| Participation rate | 99.2% | 62.5%+36.6pp | 78.8%+20.4pp | 67.9%+31.2pp |
| Annual return | 13.45% | 35.85%-22.4pp | 134.42%-121.0pp | 28.85%-15.4pp |
| Employer contribution / active EE | $6,727 | $2,378+182.8% | $4,818+39.6% | $2,588+160.0% |
| Participant deferral / active EE | $6,010 | $2,917+106.0% | $5,680+5.8% | $4,289+40.1% |
| Admin fee / account holder | $550 | $1,261-56.4% | $13,210-95.8% | $1,587-65.4% |