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 MANAGEMENT7 years Service code 27 · EIN 20-3860544 | Advisory (Plan) | $38,895 |
Filed as: BUCKINGHAM STRATEGIC PARTNERS, LLC Service code 27 · EIN 16-1728260 | Advisory (Plan) | $14,387 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,835 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,796 | $84,487-50.5% | $125,339-66.7% | $66,914-37.5% |
| Participation rate | 99.4% | 76.4%+23.0pp | 82.4%+17.0pp | 69.8%+29.6pp |
| Annual return | -11.46% | -8.39%-3.1pp | 572.05%-583.5pp | 1.58%-13.0pp |
| Employer contribution / active EE | $2,891 | $3,553-18.6% | $4,814-39.9% | $2,544+13.6% |
| Participant deferral / active EE | $5,096 | $6,781-24.9% | $7,446-31.6% | $4,237+20.3% |
| Admin fee / account holder | $282 | $685-58.9% | $10,010-97.2% | $593-52.5% |