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 | $48,862 |
Filed as: EMPOWER RETIREMENT ADVISORY SERV. Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,797 |
MILLER KAPLAN ARASE LLP6+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $8,775 |
TRUOG-RYDING COMPANY, INC.6+ years Service code 13 | Contract Administrator | $5,000 |
TRUOG-RYDING COMPANY, INC.6+ 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 | $93,605 | $99,957-6.4% | $149,696-37.5% | $73,488+27.4% |
| Participation rate | 52.6% | 75.7%-23.1pp | 82.5%-29.9pp | 70.7%-18.1pp |
| Annual return | 15.28% | 53.87%-38.6pp | 276.60%-261.3pp | 28.51%-13.2pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,964 | $6,073-1.8% | $6,842-12.8% | $3,740+59.5% |
| Admin fee / account holder | $52 | $551-90.5% | $9,309-99.4% | $513-89.8% |