See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ABD RETIREMENT SERVICES INC2+ years Service code 55 · EIN 80-0833114 | Other Commissions | $31,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,544 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,606 | $70,106-72.0% | $80,975-75.8% | $63,975-69.4% |
| Participation rate | 68.2% | 79.4%-11.2pp | 75.8%-7.6pp | 71.1%-2.9pp |
| Annual return | 36.55% | 13.93%+22.6pp | 17.10%+19.5pp | 48.65%-12.1pp |
| Employer contribution / active EE | $0 | $2,042-100.0% | $3,714-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $6,235 | $5,245+18.9% | $5,696+9.5% | $3,356+85.7% |
| Admin fee / account holder | $2 | $57-97.0% | $5,516-100.0% | $70-97.6% |