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 Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $85,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$134,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,052 | $100,589-44.3% | $136,294-58.9% | $177,276-68.4% |
| Participation rate | 88.8% | 77.4%+11.4pp | 81.9%+6.9pp | 74.8%+14.0pp |
| Annual return | 32.28% | 39.18%-6.9pp | 5155.94%-5123.7pp | 21.25%+11.0pp |
| Employer contribution / active EE | $2,204 | $3,259-32.4% | $4,695-53.1% | $2,479-11.1% |
| Participant deferral / active EE | $10,725 | $5,830+84.0% | $6,247+71.7% | $3,881+176.4% |
| Admin fee / account holder | $20 | $55-63.5% | $9,243-99.8% | $154-87.1% |