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 INC1+ years Service code 55 · EIN 80-0833114 | Other Commissions | $7,172 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,243 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,160 | $80,177-77.3% | $123,892-85.3% | $57,658-68.5% |
| Participation rate | 70.5% | 74.4%-4.0pp | 81.4%-10.9pp | 70.2%+0.2pp |
| Annual return | 26.48% | 17.90%+8.6pp | 47.52%-21.0pp | 5.13%+21.3pp |
| Employer contribution / active EE | $560 | $2,913-80.8% | $4,617-87.9% | $1,974-71.6% |
| Participant deferral / active EE | $6,104 | $5,130+19.0% | $5,984+2.0% | $3,061+99.4% |
| Admin fee / account holder | $8 | $106-92.6% | $8,357-99.9% | $95-91.7% |