See peer percentile detail. $4.99 for your first month.
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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 RYDING COMPANY3 years Service code 49 · EIN 95-2923783 2659 TOWNSGATE RD. · WESTLAKE VILLAGE, CA 91361 | Other Services | $69,497 |
MORNINGSTAR1 year Filed as: MORNING STAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,468 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $95,792 | $104,475-8.3% | $159,436-39.9% | $79,386+20.7% |
| Participation rate | 99.3% | 76.6%+22.7pp | 82.8%+16.5pp | 70.7%+28.6pp |
| Annual return | 15.34% | 67.95%-52.6pp | 263.57%-248.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,041 | $3,417-40.3% | $4,829-57.7% | $2,427-15.9% |
| Participant deferral / active EE | $8,528 | $6,467+31.9% | $7,352+16.0% | $4,046+110.8% |
| Admin fee / account holder | $349 | $711-50.9% | $10,799-96.8% | $626-44.3% |