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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $25,836 |
ABD RETIREMENT SERVICES INC3 years Service code 27 · EIN 80-0833114 | Advisory (Plan) | $24,895 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $79,104 | $99,957-20.9% | $149,696-47.2% | $73,488+7.6% |
| Participation rate | 74.4% | 75.7%-1.3pp | 82.5%-8.1pp | 70.7%+3.7pp |
| Annual return | 21.09% | 53.87%-32.8pp | 276.60%-255.5pp | 28.51%-7.4pp |
| Employer contribution / active EE | $2,921 | $3,191-8.5% | $4,644-37.1% | $2,270+28.7% |
| Participant deferral / active EE | $7,358 | $6,073+21.2% | $6,842+7.5% | $3,740+96.8% |
| Admin fee / account holder | $325 | $551-40.9% | $9,309-96.5% | $513-36.6% |