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: KESTRA INVESTMENT SERVICES Service code 49 | Other Services | $32,831 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING COMPANY INC Service code 13 | Contract Administrator | $9,753 |
Filed as: 3(38) INVESTMENT FIDUCIARIES Service code 27 · EIN 83-1365023 | Advisory (Plan) | $5,740 |
Filed as: PRINCIPAL LIFE Service code 13 · EIN 42-0127290 | Contract Administrator | $3,872 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG-RYDING INC Service code 13 · EIN 95-3497679 | Contract Administrator | $3,250 |
Service code 49 · EIN 74-2794194 | Other Services | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,906 | $104,475+28.2% | $159,436-16.0% | $79,386+68.7% |
| Participation rate | 99.2% | 76.6%+22.6pp | 82.8%+16.4pp | 70.7%+28.5pp |
| Annual return | 14.88% | 67.95%-53.1pp | 263.57%-248.7pp | 116.85%-102.0pp |
| Employer contribution / active EE | $633 | $3,417-81.5% | $4,829-86.9% | $2,427-73.9% |
| Participant deferral / active EE | $6,530 | $6,467+1.0% | $7,352-11.2% | $4,046+61.4% |
| Admin fee / account holder | $45 | $711-93.7% | $10,799-99.6% | $626-92.8% |