See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RYAN WEALTH MANAGEMENT9 years Service code 27 · EIN 20-3860544 | Advisory (Plan) | $45,877 |
Filed as: BUCKINGHAM STRATEGIC PARTNERS, LLC Service code 27 · EIN 16-1728260 | Advisory (Plan) | $12,979 |
NEWPORT GROUP, INC.5 years Service code 13 · EIN 27-2037969 | Contract Administrator | $6,721 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,504 | $101,317-52.1% | $146,958-67.0% | $74,495-34.9% |
| Participation rate | 96.7% | 75.5%+21.2pp | 82.2%+14.6pp | 67.2%+29.5pp |
| Annual return | 10.93% | 8730.91%-8720.0pp | 418.34%-407.4pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,770 | $3,810-27.3% | $4,933-43.9% | $2,623+5.6% |
| Participant deferral / active EE | $4,782 | $7,303-34.5% | $8,070-40.7% | $4,346+10.0% |
| Admin fee / account holder | $250 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |