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: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 1400 MERRILL LYNCH DR · PENNINGTON, NJ 08534 | Advisory (Plan) | $47,139 |
Filed as: EMPOWER ANNUITY INS. CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,367 |
TRUOG-RYDING COMPANY, INC.4 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 · EIN 95-3497679 2659 TOWNSGATE RD., #101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $1,402 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,115 | $69,477-10.6% | $94,646-34.4% | $71,457-13.1% |
| Participation rate | 98.6% | 78.4%+20.2pp | 80.8%+17.8pp | 67.9%+30.7pp |
| Annual return | 23.27% | 29.66%-6.4pp | 156.71%-133.4pp | 28.85%-5.6pp |
| Employer contribution / active EE | $5,899 | $2,853+106.7% | $3,672+60.6% | $2,588+128.0% |
| Participant deferral / active EE | $12,740 | $7,345+73.5% | $7,418+71.7% | $4,289+197.1% |
| Admin fee / account holder | $301 | $1,210-75.1% | $7,231-95.8% | $1,587-81.0% |