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 |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Service code 55 450 SANSOME ST STE 300 · SAN FRANCISCO, CA 94111 | Other Commissions | $40,783 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,050 |
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 | $102,001 | $74,089+37.7% | $133,980-23.9% | $55,167+84.9% |
| Participation rate | 87.3% | 84.3%+3.0pp | 87.1%+0.2pp | 69.0%+18.3pp |
| Annual return | 12.21% | 12.11%+0.1pp | 29.30%-17.1pp | 169.23%-157.0pp |
| Employer contribution / active EE | $1,683 | $3,064-45.1% | $5,211-67.7% | $1,963-14.2% |
| Participant deferral / active EE | $9,437 | $4,678+101.7% | $6,282+50.2% | $3,054+209.0% |
| Admin fee / account holder | $10 | $458-97.9% | $9,324-99.9% | $504-98.1% |