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 |
|---|---|---|
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $17,395 |
MIKE UYLAKI3 years Filed as: MIKE FINE Service code 99 · EIN 46-3919960 | Other Fees | $15,000 |
TRUOG-RYDING COMPANY, INC.6 years Filed as: TRUOG-RYDING COMPANY INC Service code 99 · EIN 95-3497679 2659 TOWNSGATE RD. #101 · WESTLAKE VILLAGE, CA 91361 | Other Fees | $9,000 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,649 | $65,435+124.1% | $86,677+69.2% | $66,914+119.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.74% | -10.89%-1.9pp | 35.91%-48.6pp | 1.58%-14.3pp |
| Employer contribution / active EE | $4,212 | $2,153+95.6% | $2,836+48.5% | $2,544+65.5% |
| Participant deferral / active EE | $8,257 | $4,100+101.4% | $4,656+77.3% | $4,237+94.9% |
| Admin fee / account holder | $207 | $642-67.7% | $7,493-97.2% | $593-65.1% |