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 | $45,777 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,882 |
TRUOG-RYDING COMPANY, INC.5+ years Service code 13 | Contract Administrator | $5,000 |
MILLER KAPLAN ARASE LLP5+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $4,275 |
TRUOG-RYDING COMPANY, INC.5+ 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,286 | $89,652-11.6% | $141,162-43.8% | $65,185+21.6% |
| Participation rate | 52.5% | 74.7%-22.2pp | 82.5%-29.9pp | 70.2%-17.7pp |
| Annual return | 21.73% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,500 | $5,691+14.2% | $6,709-3.1% | $3,514+85.0% |
| Admin fee / account holder | $25 | $569-95.6% | $10,261-99.8% | $847-97.1% |