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 INC3+ years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $43,815 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,846 |
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 | $129,527 | $89,739+44.3% | $149,718-13.5% | $62,292+107.9% |
| Participation rate | 82.6% | 85.1%-2.5pp | 87.1%-4.4pp | 69.5%+13.1pp |
| Annual return | 22.01% | 21.01%+1.0pp | 1501.63%-1479.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,747 | $3,233-45.9% | $5,445-67.9% | $2,042-14.4% |
| Participant deferral / active EE | $10,130 | $4,797+111.2% | $6,569+54.2% | $3,169+219.7% |
| Admin fee / account holder | $203 | $551-63.3% | $11,283-98.2% | $479-57.8% |