See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: OAKWOOD CAPITAL SECURITIES, INC Service code 55 600 HIGHWAY 169 S, STE, 1410 · MINNEAPOLIS, MN 55426 | Other Commissions | $37,422 |
TRUOG-RYDING COMPANY, INC.10+ years Service code 13 | Contract Administrator | $5,000 |
Filed as: EMPOWER ADVISORY GROUP,LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,288 |
TRUOG-RYDING COMPANY, INC.10+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VLLAGE, CA 91361 | Contract Administrator | $250 |
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 | $164,011 | $159,901+2.6% | $146,958+11.6% | $145,922+12.4% |
| Participation rate | 70.8% | 84.0%-13.2pp | 82.2%-11.3pp | 80.3%-9.4pp |
| Annual return | 13.24% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $12,704 | $8,428+50.7% | $8,070+57.4% | $6,688+90.0% |
| Admin fee / account holder | $41 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |