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 |
|---|---|---|
TRUOG-RYDING COMPANY, INC.2 years Service code 49 | Other Services | $9,812 |
MORNINGSTAR6 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $4,669 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,370 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC. Service code 49 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,918 | $76,050+68.2% | $96,544+32.5% | $71,457+79.0% |
| Participation rate | 73.7% | 74.4%-0.7pp | 76.0%-2.3pp | 67.9%+5.8pp |
| Annual return | 16.95% | 22.81%-5.9pp | 25.84%-8.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $4,001 | $2,244+78.3% | $2,965+34.9% | $2,588+54.6% |
| Participant deferral / active EE | $5,551 | $4,215+31.7% | $4,851+14.4% | $4,289+29.4% |
| Admin fee / account holder | $50 | $2,707-98.2% | $8,252-99.4% | $1,587-96.9% |