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 55 1250 CAPITAL OF TEXAS HWY S #2-125 · AUSTIN, TX 78746 | Other Commissions | $42,585 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,675 |
MILLER KAPLAN ARASE LLP4+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $8,550 |
TRUOG-RYDING COMPANY, INC.4+ years Service code 13 | Contract Administrator | $5,000 |
TRUOG-RYDING COMPANY, INC.4+ years Filed as: TRUOG-RYDING COMPANY INC Service code 13 2659 TOWNSGATE ROAD, STE. 101 · WESTLAKE VLLAGE, CA 91361 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,389 | $75,388-15.9% | $123,544-48.7% | $55,725+13.8% |
| Participation rate | 44.3% | 75.7%-31.4pp | 82.3%-38.0pp | 70.9%-26.6pp |
| Annual return | -6.10% | 4.48%-10.6pp | 119.20%-125.3pp | 244.93%-251.0pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $5,279 | $5,651-6.6% | $6,426-17.8% | $3,356+57.3% |
| Admin fee / account holder | $22 | $120-81.4% | $9,284-99.8% | $115-80.7% |