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 MANAGEMENT5 years Filed as: WEST RIDGE ADVISORS, LLC Service code 28 1528 W. WARM SPRINGS RD, SUITE 120 · HENDERSON, NV 89014 | Investment Management | $70,349 |
Service code 13 · EIN 23-3038464 | Contract Administrator | $57,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,617 | $55,415+168.2% | $155,509-4.4% | $74,495+99.5% |
| Participation rate | 80.2% | 61.9%+18.3pp | 78.2%+2.0pp | 67.2%+13.0pp |
| Annual return | 8.38% | 268.50%-260.1pp | 64.67%-56.3pp | 1364.94%-1356.6pp |
| Employer contribution / active EE | $6,350 | $2,267+180.1% | $4,672+35.9% | $2,623+142.1% |
| Participant deferral / active EE | $6,263 | $2,836+120.8% | $5,626+11.3% | $4,346+44.1% |
| Admin fee / account holder | $899 | $1,738-48.3% | $15,912-94.3% | $1,942-53.7% |