See peer percentile detail. $4.99 for your first month.
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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 | $37,095 |
TRUOG-RYDING COMPANY, INC.8+ 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 | $4,508 |
MILLER KAPLAN ARASE LLP8+ years Filed as: MILLER, KAPLAN, ARASE, LLP Service code 10 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $4,184 |
TRUOG-RYDING COMPANY, INC.8+ 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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,434 | $138,044-24.3% | $125,339-16.7% | $134,475-22.3% |
| Participation rate | 68.2% | 84.5%-16.3pp | 82.4%-14.2pp | 81.2%-13.0pp |
| Annual return | -21.57% | 750.33%-771.9pp | 572.05%-593.6pp | 417.96%-439.5pp |
| Employer contribution / active EE | $0 | $5,243-100.0% | $4,814-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $11,907 | $7,799+52.7% | $7,446+59.9% | $6,400+86.1% |
| Admin fee / account holder | $27 | $11,571-99.8% | $10,010-99.7% | $11,426-99.8% |