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.4 years Service code 49 | Other Services | $13,746 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 6345 BALBOA AVENUE · ENCINO, CA 91316 | Advisory (Participants) | $5,948 |
MORNINGSTAR8 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 | Advisory (Participants) | $3,982 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 | Recordkeeping Fees | $30 |
TRUOG-RYDING COMPANY, INC.4 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 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,435 | $87,870+103.1% | $113,168+57.7% | $74,304+140.1% |
| Participation rate | 70.8% | 70.7%+0.1pp | 76.6%-5.7pp | 60.3%+10.5pp |
| Annual return | 17.48% | 26.44%-9.0pp | 24.27%-6.8pp | 29.43%-12.0pp |
| Employer contribution / active EE | $4,435 | $2,277+94.8% | $2,975+49.1% | $2,241+97.9% |
| Participant deferral / active EE | $6,210 | $4,241+46.4% | $5,107+21.6% | $3,767+64.8% |
| Admin fee / account holder | $94 | $3,368-97.2% | $12,068-99.2% | $2,969-96.9% |