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 · EIN 74-2794194 | Other Services | $35,165 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $14,000 |
TRUOG-RYDING COMPANY, INC.2 years Filed as: TRUOG_RYDING COMPANY Service code 13 | Contract Administrator | $10,657 |
TRUOG-RYDING COMPANY, INC.5 years Filed as: TRUOG-RYDING INC Service code 13 · EIN 95-3497679 | Contract Administrator | $8,350 |
Filed as: 3(38) INVESTMENT FIDUCIARIES Service code 27 | Advisory (Plan) | $6,212 |
Filed as: PRINCIPAL LIFE INSURANCE CO Service code 13 · EIN 42-0127290 | Contract Administrator | $5,295 |
Filed as: 3(38) INVSTMENT FIDUCIARIES Service code 27 · EIN 83-1365023 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $154,421 | $101,317+52.4% | $146,958+5.1% | $74,495+107.3% |
| Participation rate | 96.2% | 75.5%+20.7pp | 82.2%+14.0pp | 67.2%+29.0pp |
| Annual return | 12.05% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $627 | $3,810-83.6% | $4,933-87.3% | $2,623-76.1% |
| Participant deferral / active EE | $7,371 | $7,303+0.9% | $8,070-8.7% | $4,346+69.6% |
| Admin fee / account holder | $95 | $1,739-94.5% | $12,998-99.3% | $1,942-95.1% |