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: TROUG-RYDING Service code 13 2659 TOWNSGATE ROAD, STE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $4,813 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,612 | $58,879-85.4% | $178,490-95.2% | $73,488-88.3% |
| Participation rate | 35.7% | 66.2%-30.5pp | 81.9%-46.2pp | 70.7%-35.0pp |
| Annual return | 14.51% | 24.86%-10.3pp | 151.07%-136.6pp | 28.51%-14.0pp |
| Employer contribution / active EE | $148 | $2,236-93.4% | $5,011-97.1% | $2,270-93.5% |
| Participant deferral / active EE | $1,233 | $2,567-52.0% | $5,202-76.3% | $3,740-67.0% |
| Admin fee / account holder | $101 | $400-74.9% | $13,984-99.3% | $513-80.4% |