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 |
|---|---|---|
THE RUDING COMPANY1 year Service code 15 · EIN 95-3497679 2659 TOWNSGATE ROAD SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Recordkeeping | $4,139 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $24,519 | $51,197-52.1% | $82,719-70.4% | $66,914-63.4% |
| Participation rate | 17.7% | 67.8%-50.1pp | 72.6%-54.9pp | 69.8%-52.1pp |
| Annual return | -12.00% | -9.64%-2.4pp | 701.18%-713.2pp | 1.58%-13.6pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $348 | $3,458-89.9% | $4,395-92.1% | $4,237-91.8% |
| Admin fee / account holder | $33 | $416-92.0% | $5,329-99.4% | $593-94.4% |