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 Service code 99 · EIN 77-0507280 | Other Fees | $44,229 |
THE RYDING COMPANY4 years Service code 49 · EIN 95-3197679 2659 TOWNSGATE RD. · WESTLAKE VILLAGE, CA 91361 | Other Services | $14,177 |
GLENN BURDETTE1 year Service code 99 · EIN 11-1000111 | Other Fees | $10,450 |
MORNINGSTAR2 years Filed as: MORNING STAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,131 | $84,487-11.1% | $125,339-40.1% | $66,914+12.3% |
| Participation rate | 97.5% | 76.4%+21.1pp | 82.4%+15.2pp | 69.8%+27.7pp |
| Annual return | -15.50% | -8.39%-7.1pp | 572.05%-587.6pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,983 | $3,553-44.2% | $4,814-58.8% | $2,544-22.1% |
| Participant deferral / active EE | $8,169 | $6,781+20.5% | $7,446+9.7% | $4,237+92.8% |
| Admin fee / account holder | $289 | $685-57.9% | $10,010-97.1% | $593-51.4% |