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 8-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 |
|---|---|---|
KESTRA INVESTMENT SERVICES LLC1+ years Service code 55 5707 SW PKWY BLDG 2, STE. 400 · AUSTIN, TX 78735 | Other Commissions | $80,697 |
TRUOG-RYDING COMPANY, INC.1+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE RD., STE. 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $910 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD RD. · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $475 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,076 | $62,267-6.7% | $110,238-47.3% | $55,725+4.2% |
| Participation rate | 81.4% | 78.1%+3.3pp | 79.8%+1.6pp | 70.9%+10.5pp |
| Annual return | 0.00% | -1.07%+1.1pp | 314.74%-314.7pp | 244.93%-244.9pp |
| Employer contribution / active EE | $1,024 | $1,941-47.3% | $3,826-73.2% | $2,078-50.7% |
| Participant deferral / active EE | $1,089 | $3,516-69.0% | $4,672-76.7% | $3,356-67.6% |
| Admin fee / account holder | $2 | $121-98.1% | $8,547-100.0% | $115-98.0% |