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 |
|---|---|---|
Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 | Contract Administrator | $175 |
Service code 64 · EIN 13-4994650 | Recordkeeping Fees | $15 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,588 | $27,839-65.6% | $58,482-83.6% | $71,457-86.6% |
| Participation rate | 57.8% | 34.5%+23.3pp | 50.9%+7.0pp | 67.9%-10.1pp |
| Annual return | 23.10% | 26.81%-3.7pp | 4239.32%-4216.2pp | 28.85%-5.8pp |
| Employer contribution / active EE | $682 | $631+8.2% | $1,053-35.2% | $2,588-73.6% |
| Participant deferral / active EE | $1,029 | $1,206-14.7% | $1,924-46.5% | $4,289-76.0% |
| Admin fee / account holder | $1 | $1,641-99.9% | $2,516-100.0% | $1,587-99.9% |