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 |
|---|---|---|
Filed as: PUTNAM INVESTMENTS Service code 15 ONE POST OFFICE SQUARE · BOSTON, MA 02109 | Recordkeeping | $13,820 |
TRUOG-RYDING COMPANY, INC.2+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $7,459 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $61 |
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 | $94,717 | $89,739+5.5% | $149,718-36.7% | $62,292+52.1% |
| Participation rate | 99.3% | 85.1%+14.2pp | 87.1%+12.2pp | 69.5%+29.8pp |
| Annual return | 18.56% | 21.01%-2.5pp | 1501.63%-1483.1pp | 28.90%-10.3pp |
| Employer contribution / active EE | $4,333 | $3,233+34.0% | $5,445-20.4% | $2,042+112.2% |
| Participant deferral / active EE | $7,084 | $4,797+47.7% | $6,569+7.8% | $3,169+123.5% |
| Admin fee / account holder | $81 | $551-85.4% | $11,283-99.3% | $479-83.2% |