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 |
|---|---|---|
Service code 49 | Other Services | $9,903 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $3,179 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,314 |
Filed as: TRUOG-RYDING COMPANY INC. Service code 49 · EIN 71-0294708 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,224 | $65,435+62.3% | $86,677+22.6% | $66,914+58.7% |
| Participation rate | 70.4% | 75.5%-5.0pp | 76.6%-6.1pp | 69.8%+0.6pp |
| Annual return | -17.57% | -10.89%-6.7pp | 35.91%-53.5pp | 1.58%-19.2pp |
| Employer contribution / active EE | $3,937 | $2,153+82.8% | $2,836+38.8% | $2,544+54.7% |
| Participant deferral / active EE | $5,226 | $4,100+27.5% | $4,656+12.3% | $4,237+23.3% |
| Admin fee / account holder | $46 | $642-92.8% | $7,493-99.4% | $593-92.2% |