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 INC4+ years Filed as: ABD RETIREMENT SERVICES, INC. Service code 27 · EIN 80-0833114 | Advisory (Plan) | $32,439 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $20,953 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$495 |
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 | $57,630 | $83,812-31.2% | $123,544-53.4% | $68,904-16.4% |
| Participation rate | 91.2% | 77.0%+14.2pp | 82.3%+8.9pp | 74.1%+17.1pp |
| Annual return | 2.61% | 0.60%+2.0pp | 119.20%-116.6pp | 1.07%+1.5pp |
| Employer contribution / active EE | $3,931 | $2,924+34.4% | $4,628-15.1% | $2,540+54.7% |
| Participant deferral / active EE | $11,838 | $5,609+111.0% | $6,426+84.2% | $4,015+194.8% |
| Admin fee / account holder | $5 | $65-92.4% | $9,284-99.9% | $71-93.1% |