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 7-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 |
|---|---|---|
BUDROS, RUHLIN & ROE, INC.4 years Service code 15 · EIN 31-1237051 | Recordkeeping | $31,900 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $3,045 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,726 | $76,670-11.7% | $96,683-30.0% | $71,457-5.2% |
| Participation rate | 98.3% | 66.6%+31.7pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 21.40% | 48.29%-26.9pp | 35.69%-14.3pp | 28.85%-7.4pp |
| Employer contribution / active EE | $4,687 | $3,031+54.6% | $3,737+25.4% | $2,588+81.1% |
| Participant deferral / active EE | $10,840 | $3,771+187.5% | $4,878+122.2% | $4,289+152.8% |
| Admin fee / account holder | $142 | $2,028-93.0% | $6,730-97.9% | $1,587-91.1% |