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: NIELSEN INSURANCE GROUP, INC. Service code 99 · EIN 77-0507280 | Other Fees | $32,943 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,971 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $2,505 |
THE RYDING COMPANY1 year Service code 99 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91362 | Other Fees | $1,922 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUT Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $79,332 | $89,652-11.5% | $141,162-43.8% | $65,185+21.7% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.7pp | 70.2%+24.9pp |
| Annual return | 20.49% | 32.79%-12.3pp | 71.39%-50.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,890 | $3,065-38.3% | $4,735-60.1% | $2,177-13.2% |
| Participant deferral / active EE | $8,010 | $5,691+40.7% | $6,709+19.4% | $3,514+128.0% |
| Admin fee / account holder | $268 | $569-52.9% | $10,261-97.4% | $847-68.4% |