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 |
|---|---|---|
SAGE ADVISORY SERVICES6+ years Filed as: SAGE VIEW ADVISORY GROUP Service code 27 · EIN 51-0492818 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $43,877 |
TRUOG-RYDING COMPANY, INC.6+ years Filed as: TRUOG-RYDING CO. Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $8,890 |
PENSION ASSURANCE LLP2 years Service code 10 · EIN 84-0467907 5530 CORBIN AVE STE 260 · TARZANA, CA 91356 | Accounting | $8,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CA 80111 | Investment Management | $2,821 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,595 | $56,152+16.8% | $185,823-64.7% | $73,409-10.6% |
| Participation rate | 48.2% | 67.6%-19.4pp | 78.0%-29.9pp | 72.2%-24.0pp |
| Annual return | 11.40% | 17.59%-6.2pp | 35.95%-24.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $244 | $1,532-84.1% | $4,087-94.0% | $2,234-89.1% |
| Participant deferral / active EE | $1,749 | $3,659-52.2% | $5,632-68.9% | $3,805-54.0% |
| Admin fee / account holder | $165 | $132+25.1% | $9,500-98.3% | $158+4.6% |