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 7-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 |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.3 years Service code 15 · EIN 31-1237051 | Recordkeeping | $29,466 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,166 |
ADP BROKER-DEALER5+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,217 | $64,119-9.2% | $112,228-48.1% | $66,914-13.0% |
| Participation rate | 98.0% | 68.5%+29.5pp | 75.1%+22.9pp | 69.8%+28.2pp |
| Annual return | -21.33% | -13.81%-7.5pp | 27.45%-48.8pp | 1.58%-22.9pp |
| Employer contribution / active EE | $4,477 | $3,005+49.0% | $3,635+23.2% | $2,544+76.0% |
| Participant deferral / active EE | $9,225 | $3,693+149.8% | $4,728+95.1% | $4,237+117.7% |
| Admin fee / account holder | $155 | $625-75.3% | $6,410-97.6% | $593-73.9% |